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 | $155,391 | $111,724+39.1% | $93,606+66.0% | $145,922+6.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.23% | 202.98%-194.8pp | 133.20%-125.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $4,363 | $3,090+41.2% | $2,420+80.3% | $4,660-6.4% |
| Participant deferral / active EE | $4,903 | $4,912-0.2% | $4,411+11.1% | $6,688-26.7% |
| Admin fee / account holder | $1,055 | $10,250-89.7% | $8,285-87.3% | $13,397-92.1% |