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 | $173,524 | $90,600+91.5% | $79,464+118.4% | $135,375+28.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.42% | 977.43%-969.0pp | 718.14%-709.7pp | 519.73%-511.3pp |
| Employer contribution / active EE | $3,861 | $3,068+25.9% | $2,800+37.9% | $4,779-19.2% |
| Participant deferral / active EE | $7,148 | $4,050+76.5% | $3,704+93.0% | $5,609+27.4% |
| Admin fee / account holder | $31,722 | $5,907+437.0% | $5,113+520.4% | $10,827+193.0% |