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 | $166,129 | $105,998+56.7% | $92,233+80.1% | $147,584+12.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.05% | 50.05%-37.0pp | 176.28%-163.2pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,917 | $4,333-9.6% | $3,679+6.5% | $4,876-19.7% |
| Participant deferral / active EE | $8,742 | $4,478+95.2% | $3,897+124.3% | $5,439+60.7% |
| Admin fee / account holder | $19,619 | $6,332+209.8% | $5,194+277.8% | $10,885+80.2% |