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 | $73,480 | $105,998-30.7% | $92,233-20.3% | $147,584-50.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.35% | 50.05%-24.7pp | 176.28%-150.9pp | 578.55%-553.2pp |
| Employer contribution / active EE | $4,797 | $4,333+10.7% | $3,679+30.4% | $4,876-1.6% |
| Participant deferral / active EE | $9,938 | $4,478+121.9% | $3,897+155.0% | $5,439+82.7% |
| Admin fee / account holder | $779 | $6,332-87.7% | $5,194-85.0% | $10,885-92.8% |