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 | $168,896 | $105,998+59.3% | $92,233+83.1% | $147,584+14.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.61% | 50.05%-28.4pp | 176.28%-154.7pp | 578.55%-556.9pp |
| Employer contribution / active EE | $19,253 | $4,333+344.3% | $3,679+423.3% | $4,876+294.8% |
| Participant deferral / active EE | $15,866 | $4,478+254.3% | $3,897+307.2% | $5,439+191.7% |
| Admin fee / account holder | $2,061 | $6,332-67.5% | $5,194-60.3% | $10,885-81.1% |