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 | $141,987 | $105,998+34.0% | $92,233+53.9% | $147,584-3.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.62% | 50.05%-35.4pp | 176.28%-161.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $6,498 | $4,333+50.0% | $3,679+76.6% | $4,876+33.3% |
| Participant deferral / active EE | $3,905 | $4,478-12.8% | $3,897+0.2% | $5,439-28.2% |
| Admin fee / account holder | $6,048 | $6,332-4.5% | $5,194+16.4% | $10,885-44.4% |