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 | $202,749 | $105,998+91.3% | $92,233+119.8% | $147,584+37.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.33% | 50.05%-38.7pp | 176.28%-165.0pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,036 | $4,333-53.0% | $3,679-44.7% | $4,876-58.2% |
| Participant deferral / active EE | $2,289 | $4,478-48.9% | $3,897-41.3% | $5,439-57.9% |
| Admin fee / account holder | $1,449 | $6,332-77.1% | $5,194-72.1% | $10,885-86.7% |