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 | $222,329 | $105,998+109.7% | $92,233+141.1% | $147,584+50.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.37% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $11,602 | $4,333+167.8% | $3,679+215.3% | $4,876+137.9% |
| Participant deferral / active EE | $6,809 | $4,478+52.1% | $3,897+74.7% | $5,439+25.2% |
| Admin fee / account holder | $18,928 | $6,332+198.9% | $5,194+264.5% | $10,885+73.9% |