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 | $168,465 | $105,998+58.9% | $92,233+82.7% | $147,584+14.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.89% | 50.05%-30.2pp | 176.28%-156.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $13,885 | $4,333+220.4% | $3,679+277.4% | $4,876+184.7% |
| Participant deferral / active EE | $14,293 | $4,478+219.2% | $3,897+266.8% | $5,439+162.8% |
| Admin fee / account holder | $1,709 | $6,332-73.0% | $5,194-67.1% | $10,885-84.3% |