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 | $186,519 | $105,998+76.0% | $92,233+102.2% | $147,584+26.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.75% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $10,129 | $4,333+133.8% | $3,679+175.3% | $4,876+107.7% |
| Participant deferral / active EE | $4,647 | $4,478+3.8% | $3,897+19.2% | $5,439-14.6% |
| Admin fee / account holder | $65,772 | $6,332+938.7% | $5,194+1166.4% | $10,885+504.2% |