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 | $246,474 | $102,382+140.7% | $147,005+67.7% | $80,874+204.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.92% | 134.89%-117.0pp | 418.76%-400.8pp | 35.62%-17.7pp |
| Employer contribution / active EE | $3,846 | $3,715+3.5% | $4,934-22.1% | $2,756+39.6% |
| Participant deferral / active EE | $4,912 | $6,646-26.1% | $8,070-39.1% | $4,297+14.3% |
| Admin fee / account holder | $4,133 | $7,942-48.0% | $13,006-68.2% | $6,935-40.4% |