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 | $247,028 | $105,998+133.1% | $92,233+167.8% | $147,584+67.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.57% | 50.05%-38.5pp | 176.28%-164.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,593 | $4,333-40.2% | $3,679-29.5% | $4,876-46.8% |
| Participant deferral / active EE | $10,959 | $4,478+144.7% | $3,897+181.2% | $5,439+101.5% |
| Admin fee / account holder | $1,382 | $6,332-78.2% | $5,194-73.4% | $10,885-87.3% |