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 | $131,941 | $105,998+24.5% | $92,233+43.1% | $147,584-10.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.38% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $7,722 | $4,333+78.2% | $3,679+109.9% | $4,876+58.4% |
| Participant deferral / active EE | $5,501 | $4,478+22.9% | $3,897+41.2% | $5,439+1.1% |
| Admin fee / account holder | $2,980 | $6,332-52.9% | $5,194-42.6% | $10,885-72.6% |