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 | $64,272 | $105,998-39.4% | $92,233-30.3% | $147,584-56.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.72% | 50.05%-38.3pp | 176.28%-164.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $10,488 | $4,333+142.1% | $3,679+185.1% | $4,876+115.1% |
| Participant deferral / active EE | $4,847 | $4,478+8.2% | $3,897+24.4% | $5,439-10.9% |
| Admin fee / account holder | $8,500 | $6,332+34.2% | $5,194+63.7% | $10,885-21.9% |