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 | $164,445 | $108,642+51.4% | $74,701+120.1% | $152,861+7.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 20.53% | 114.06%-93.5pp | 752.92%-732.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,376 | $1,503+257.7% | $1,084+396.1% | $4,762+12.9% |
| Participant deferral / active EE | $7,157 | $2,712+163.9% | $1,964+264.5% | $5,850+22.3% |
| Admin fee / account holder | $81,448 | $4,902+1561.4% | $3,333+2343.7% | $11,596+602.4% |