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 | $169,990 | $105,998+60.4% | $92,233+84.3% | $147,584+15.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.09% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $6,352 | $4,333+46.6% | $3,679+72.6% | $4,876+30.3% |
| Participant deferral / active EE | $14,766 | $4,478+229.7% | $3,897+278.9% | $5,439+171.5% |
| Admin fee / account holder | $1,562 | $6,332-75.3% | $5,194-69.9% | $10,885-85.7% |