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 | $176,805 | $105,998+66.8% | $92,233+91.7% | $147,584+19.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.46% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $8,480 | $4,333+95.7% | $3,679+130.5% | $4,876+73.9% |
| Participant deferral / active EE | $8,478 | $4,478+89.3% | $3,897+117.6% | $5,439+55.9% |
| Admin fee / account holder | $477 | $6,332-92.5% | $5,194-90.8% | $10,885-95.6% |