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 | $245,938 | $157,256+56.4% | $141,162+74.2% | $152,861+60.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.69% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,665 | $5,261-30.3% | $4,735-22.6% | $4,762-23.0% |
| Participant deferral / active EE | $6,625 | $7,109-6.8% | $6,709-1.3% | $5,850+13.2% |
| Admin fee / account holder | $6,586 | $12,120-45.7% | $10,261-35.8% | $11,596-43.2% |