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 | $142,819 | $56,114+154.5% | $96,139+48.6% | $85,850+66.4% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 16.70% | 42.30%-25.6pp | 191.94%-175.2pp | 318.53%-301.8pp |
| Employer contribution / active EE | $7,678 | $1,620+374.1% | $2,797+174.5% | $2,565+199.3% |
| Participant deferral / active EE | $5,866 | $2,859+105.1% | $4,349+34.9% | $3,952+48.4% |
| Admin fee / account holder | $2,716 | $3,768-27.9% | $5,537-50.9% | $6,260-56.6% |