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 | $242,888 | $105,126+131.0% | $94,646+156.6% | $139,434+74.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.40% | 38.03%-20.6pp | 156.71%-139.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,206 | $4,106+2.5% | $3,672+14.5% | $4,751-11.5% |
| Participant deferral / active EE | $15,068 | $7,599+98.3% | $7,418+103.1% | $6,710+124.6% |
| Admin fee / account holder | $991 | $8,984-89.0% | $7,231-86.3% | $11,403-91.3% |