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 | $192,198 | $105,998+81.3% | $92,233+108.4% | $147,584+30.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.37% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $4,970 | $4,333+14.7% | $3,679+35.1% | $4,876+1.9% |
| Participant deferral / active EE | $8,580 | $4,478+91.6% | $3,897+120.2% | $5,439+57.8% |
| Admin fee / account holder | $37,996 | $6,332+500.0% | $5,194+631.6% | $10,885+249.1% |