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 | $236,985 | $102,317+131.6% | $146,958+61.3% | $80,856+193.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.81% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,122 | $3,713+37.9% | $4,933+3.8% | $2,755+85.9% |
| Participant deferral / active EE | $7,352 | $6,644+10.7% | $8,070-8.9% | $4,296+71.1% |
| Admin fee / account holder | $3,597 | $7,941-54.7% | $12,998-72.3% | $6,918-48.0% |