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 | $167,507 | $105,998+58.0% | $92,233+81.6% | $147,584+13.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.63% | 50.05%-36.4pp | 176.28%-162.7pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,282 | $4,333-1.2% | $3,679+16.4% | $4,876-12.2% |
| Participant deferral / active EE | $10,625 | $4,478+137.3% | $3,897+172.7% | $5,439+95.4% |
| Admin fee / account holder | $2,075 | $6,332-67.2% | $5,194-60.1% | $10,885-80.9% |