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 | $162,396 | $105,998+53.2% | $92,233+76.1% | $147,584+10.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.60% | 50.05%-30.4pp | 176.28%-156.7pp | 578.55%-558.9pp |
| Employer contribution / active EE | $13,722 | $4,333+216.7% | $3,679+272.9% | $4,876+181.4% |
| Participant deferral / active EE | $8,475 | $4,478+89.3% | $3,897+117.5% | $5,439+55.8% |
| Admin fee / account holder | $688 | $6,332-89.1% | $5,194-86.8% | $10,885-93.7% |