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 | $207,088 | $105,998+95.4% | $92,233+124.5% | $147,584+40.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.46% | 50.05%-26.6pp | 176.28%-152.8pp | 578.55%-555.1pp |
| Employer contribution / active EE | $11,350 | $4,333+161.9% | $3,679+208.5% | $4,876+132.8% |
| Participant deferral / active EE | $5,962 | $4,478+33.1% | $3,897+53.0% | $5,439+9.6% |
| Admin fee / account holder | $975 | $6,332-84.6% | $5,194-81.2% | $10,885-91.0% |