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 | $162,064 | $105,998+52.9% | $92,233+75.7% | $147,584+9.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.51% | 50.05%-36.5pp | 176.28%-162.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,561 | $4,333-40.9% | $3,679-30.4% | $4,876-47.5% |
| Participant deferral / active EE | $11,725 | $4,478+161.8% | $3,897+200.9% | $5,439+115.6% |
| Admin fee / account holder | $668 | $6,332-89.5% | $5,194-87.1% | $10,885-93.9% |