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 | $170,748 | $105,998+61.1% | $92,233+85.1% | $147,584+15.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 30.55% | 50.05%-19.5pp | 176.28%-145.7pp | 578.55%-548.0pp |
| Employer contribution / active EE | $2,736 | $4,333-36.9% | $3,679-25.6% | $4,876-43.9% |
| Participant deferral / active EE | $11,861 | $4,478+164.9% | $3,897+204.4% | $5,439+118.1% |
| Admin fee / account holder | $380 | $6,332-94.0% | $5,194-92.7% | $10,885-96.5% |