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 | $189,396 | $105,998+78.7% | $92,233+105.3% | $147,584+28.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.65% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $13,566 | $4,333+213.1% | $3,679+268.7% | $4,876+178.2% |
| Participant deferral / active EE | $8,203 | $4,478+83.2% | $3,897+110.5% | $5,439+50.8% |
| Admin fee / account holder | $1,956 | $6,332-69.1% | $5,194-62.3% | $10,885-82.0% |