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 | $171,850 | $105,998+62.1% | $92,233+86.3% | $147,584+16.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.47% | 50.05%-38.6pp | 176.28%-164.8pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,359 | $4,333-22.5% | $3,679-8.7% | $4,876-31.1% |
| Participant deferral / active EE | $14,443 | $4,478+222.5% | $3,897+270.6% | $5,439+165.6% |
| Admin fee / account holder | $1,090 | $6,332-82.8% | $5,194-79.0% | $10,885-90.0% |