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 | $194,681 | $105,998+83.7% | $92,233+111.1% | $147,584+31.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.89% | 50.05%-40.2pp | 176.28%-166.4pp | 578.55%-568.7pp |
| Employer contribution / active EE | $30,082 | $4,333+594.3% | $3,679+717.6% | $4,876+516.9% |
| Participant deferral / active EE | $20,000 | $4,478+346.6% | $3,897+413.3% | $5,439+267.7% |
| Admin fee / account holder | $1,336 | $6,332-78.9% | $5,194-74.3% | $10,885-87.7% |