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 | $246,848 | $114,381+115.8% | $107,525+129.6% | $142,382+73.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.84% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $28,643 | $4,015+613.4% | $3,754+663.1% | $4,299+566.2% |
| Participant deferral / active EE | $4,884 | $5,564-12.2% | $5,116-4.5% | $6,507-24.9% |
| Admin fee / account holder | $6,351 | $9,860-35.6% | $8,919-28.8% | $12,624-49.7% |