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 | $235,758 | $105,998+122.4% | $92,233+155.6% | $147,584+59.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.83% | 50.05%-39.2pp | 176.28%-165.5pp | 578.55%-567.7pp |
| Employer contribution / active EE | $5,161 | $4,333+19.1% | $3,679+40.3% | $4,876+5.8% |
| Participant deferral / active EE | $6,250 | $4,478+39.6% | $3,897+60.4% | $5,439+14.9% |
| Admin fee / account holder | $6,335 | $6,3320% | $5,194+22.0% | $10,885-41.8% |