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 | $149,924 | $105,998+41.4% | $92,233+62.5% | $147,584+1.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.56% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $16,236 | $4,333+274.7% | $3,679+341.3% | $4,876+233.0% |
| Participant deferral / active EE | $7,178 | $4,478+60.3% | $3,897+84.2% | $5,439+32.0% |
| Admin fee / account holder | $5,560 | $6,332-12.2% | $5,194+7.1% | $10,885-48.9% |