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 | $195,339 | $105,998+84.3% | $92,233+111.8% | $147,584+32.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.34% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,169 | $4,333-73.0% | $3,679-68.2% | $4,876-76.0% |
| Participant deferral / active EE | $12,829 | $4,478+186.5% | $3,897+229.2% | $5,439+135.9% |
| Admin fee / account holder | $10,513 | $6,332+66.0% | $5,194+102.4% | $10,885-3.4% |