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 | $47,727 | $105,998-55.0% | $92,233-48.3% | $147,584-67.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.49% | 50.05%-39.6pp | 176.28%-165.8pp | 578.55%-568.1pp |
| Employer contribution / active EE | $14,187 | $4,333+227.4% | $3,679+285.6% | $4,876+190.9% |
| Participant deferral / active EE | $7,224 | $4,478+61.3% | $3,897+85.4% | $5,439+32.8% |
| Admin fee / account holder | $338 | $6,332-94.7% | $5,194-93.5% | $10,885-96.9% |