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 | $149,729 | $105,998+41.3% | $92,233+62.3% | $147,584+1.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.83% | 50.05%-38.2pp | 176.28%-164.5pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,119 | $4,333-51.1% | $3,679-42.4% | $4,876-56.5% |
| Participant deferral / active EE | $6,600 | $4,478+47.4% | $3,897+69.4% | $5,439+21.4% |
| Admin fee / account holder | $78,941 | $6,332+1146.6% | $5,194+1420.0% | $10,885+625.2% |