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 | $245,200 | $232,540+5.4% | $185,117+32.5% | $147,584+66.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.19% | 43.03%-30.8pp | 40.50%-28.3pp | 578.55%-566.4pp |
| Employer contribution / active EE | $8,972 | $5,195+72.7% | $4,182+114.6% | $4,876+84.0% |
| Participant deferral / active EE | $2,795 | $5,834-52.1% | $5,045-44.6% | $5,439-48.6% |
| Admin fee / account holder | $51,751 | $10,275+403.7% | $8,159+534.3% | $10,885+375.4% |