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 | $121,739 | $105,998+14.9% | $92,233+32.0% | $147,584-17.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.70% | 50.05%-35.3pp | 176.28%-161.6pp | 578.55%-563.8pp |
| Employer contribution / active EE | $15,738 | $4,333+263.2% | $3,679+327.7% | $4,876+222.7% |
| Participant deferral / active EE | $12,230 | $4,478+173.1% | $3,897+213.8% | $5,439+124.9% |
| Admin fee / account holder | $1,158 | $6,332-81.7% | $5,194-77.7% | $10,885-89.4% |