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 | $163,366 | $105,998+54.1% | $92,233+77.1% | $147,584+10.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.68% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $13,201 | $4,333+204.7% | $3,679+258.8% | $4,876+170.7% |
| Participant deferral / active EE | $3,150 | $4,478-29.7% | $3,897-19.2% | $5,439-42.1% |
| Admin fee / account holder | $2,278 | $6,332-64.0% | $5,194-56.1% | $10,885-79.1% |