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 | $194,858 | $105,998+83.8% | $92,233+111.3% | $147,584+32.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.83% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,334 | $4,333-46.1% | $3,679-36.6% | $4,876-52.1% |
| Participant deferral / active EE | $5,341 | $4,478+19.3% | $3,897+37.1% | $5,439-1.8% |
| Admin fee / account holder | $18,127 | $6,332+186.3% | $5,194+249.0% | $10,885+66.5% |