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 | $144,840 | $105,998+36.6% | $92,233+57.0% | $147,584-1.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.32% | 50.05%-27.7pp | 176.28%-154.0pp | 578.55%-556.2pp |
| Employer contribution / active EE | $7,399 | $4,333+70.8% | $3,679+101.1% | $4,876+51.7% |
| Participant deferral / active EE | $3,143 | $4,478-29.8% | $3,897-19.3% | $5,439-42.2% |
| Admin fee / account holder | $757 | $6,332-88.0% | $5,194-85.4% | $10,885-93.0% |