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 | $245,130 | $158,398+54.8% | $126,539+93.7% | $142,382+72.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.14% | 593.76%-575.6pp | 425.95%-407.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,287 | $4,650-7.8% | $3,674+16.7% | $4,299-0.3% |
| Participant deferral / active EE | $8,775 | $4,767+84.1% | $4,083+114.9% | $6,507+34.9% |
| Admin fee / account holder | $48,032 | $6,918+594.3% | $6,065+692.0% | $12,624+280.5% |