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 | $149,040+64.5% | $120,225+103.9% | $137,256+78.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.14% | 605.68%-587.5pp | 439.23%-421.1pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,287 | $4,350-1.5% | $3,475+23.4% | $4,156+3.2% |
| Participant deferral / active EE | $8,775 | $4,655+88.5% | $3,999+119.4% | $6,407+37.0% |
| Admin fee / account holder | $48,032 | $6,348+656.7% | $5,696+743.2% | $12,270+291.5% |