See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,748 | $172,111+42.2% | $150,298+62.8% | $137,256+78.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.47% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,988 | $4,636-35.6% | $4,154-28.1% | $4,156-28.1% |
| Participant deferral / active EE | $12,655 | $6,166+105.3% | $5,453+132.1% | $6,407+97.5% |
| Admin fee / account holder | $4,959 | $16,471-69.9% | $14,116-64.9% | $12,270-59.6% |