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 | $170,874 | $105,998+61.2% | $92,233+85.3% | $147,584+15.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 30.07% | 50.05%-20.0pp | 176.28%-146.2pp | 578.55%-548.5pp |
| Employer contribution / active EE | $3,462 | $4,333-20.1% | $3,679-5.9% | $4,876-29.0% |
| Participant deferral / active EE | $7,020 | $4,478+56.8% | $3,897+80.1% | $5,439+29.1% |
| Admin fee / account holder | $2,607 | $6,332-58.8% | $5,194-49.8% | $10,885-76.1% |