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 | $231,840 | $203,436+14.0% | $152,466+52.1% | $167,490+38.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 8.38% | 13.80%-5.4pp | 757.33%-748.9pp | 478.56%-470.2pp |
| Employer contribution / active EE | $3,166 | $5,220-39.4% | $4,327-26.8% | $4,837-34.6% |
| Participant deferral / active EE | $25,541 | $6,716+280.3% | $5,820+338.8% | $6,341+302.8% |
| Admin fee / account holder | $6,156 | $22,506-72.6% | $15,805-61.1% | $12,309-50.0% |