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 | $183,573 | $105,998+73.2% | $92,233+99.0% | $147,584+24.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.84% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $14,667 | $4,333+238.5% | $3,679+298.6% | $4,876+200.8% |
| Participant deferral / active EE | $6,864 | $4,478+53.3% | $3,897+76.1% | $5,439+26.2% |
| Admin fee / account holder | $1,356 | $6,332-78.6% | $5,194-73.9% | $10,885-87.5% |