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 | $154,315 | $96,635+59.7% | $86,612+78.2% | $139,434+10.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.21% | 106.41%-93.2pp | 591.07%-577.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $15,088 | $3,263+362.4% | $3,022+399.2% | $4,751+217.6% |
| Participant deferral / active EE | $14,360 | $4,836+196.9% | $4,438+223.6% | $6,710+114.0% |
| Admin fee / account holder | $522 | $6,408-91.9% | $5,614-90.7% | $11,403-95.4% |