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 | $30,396 | $105,998-71.3% | $92,233-67.0% | $147,584-79.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 56.17% | 50.05%+6.1pp | 176.28%-120.1pp | 578.55%-522.4pp |
| Employer contribution / active EE | $7,002 | $4,333+61.6% | $3,679+90.3% | $4,876+43.6% |
| Participant deferral / active EE | $13,117 | $4,478+192.9% | $3,897+236.6% | $5,439+141.2% |
| Admin fee / account holder | $353 | $6,332-94.4% | $5,194-93.2% | $10,885-96.8% |