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 | $202,410 | $105,998+91.0% | $92,233+119.5% | $147,584+37.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.53% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $6,040 | $4,333+39.4% | $3,679+64.2% | $4,876+23.9% |
| Participant deferral / active EE | $3,253 | $4,478-27.4% | $3,897-16.5% | $5,439-40.2% |
| Admin fee / account holder | $1,661 | $6,332-73.8% | $5,194-68.0% | $10,885-84.7% |