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 | $139,831 | $105,998+31.9% | $92,233+51.6% | $147,584-5.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.54% | 50.05%-32.5pp | 176.28%-158.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,427 | $4,333+2.2% | $3,679+20.3% | $4,876-9.2% |
| Participant deferral / active EE | $6,851 | $4,478+53.0% | $3,897+75.8% | $5,439+26.0% |
| Admin fee / account holder | $41,308 | $6,332+552.3% | $5,194+695.4% | $10,885+279.5% |