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 | $138,839 | $105,998+31.0% | $92,233+50.5% | $147,584-5.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.27% | 50.05%-35.8pp | 176.28%-162.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,984 | $4,333-54.2% | $3,679-46.1% | $4,876-59.3% |
| Participant deferral / active EE | $3,966 | $4,478-11.4% | $3,897+1.8% | $5,439-27.1% |
| Admin fee / account holder | $400 | $6,332-93.7% | $5,194-92.3% | $10,885-96.3% |