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 | $194,013 | $105,998+83.0% | $92,233+110.4% | $147,584+31.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.23% | 50.05%-36.8pp | 176.28%-163.1pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,737 | $4,333-59.9% | $3,679-52.8% | $4,876-64.4% |
| Participant deferral / active EE | $2,171 | $4,478-51.5% | $3,897-44.3% | $5,439-60.1% |
| Admin fee / account holder | $1,179 | $6,332-81.4% | $5,194-77.3% | $10,885-89.2% |