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 | $245,286 | $105,998+131.4% | $92,233+165.9% | $147,584+66.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.89% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $6,931 | $4,333+59.9% | $3,679+88.4% | $4,876+42.1% |
| Participant deferral / active EE | $7,953 | $4,478+77.6% | $3,897+104.1% | $5,439+46.2% |
| Admin fee / account holder | $1,642 | $6,332-74.1% | $5,194-68.4% | $10,885-84.9% |