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 | $167,590 | $102,966+62.8% | $90,281+85.6% | $152,861+9.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.85% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $28,149 | $3,139+796.8% | $2,854+886.2% | $4,762+491.1% |
| Participant deferral / active EE | $6,000 | $4,281+40.1% | $3,885+54.4% | $5,850+2.6% |
| Admin fee / account holder | $93,757 | $6,171+1419.4% | $5,351+1652.1% | $11,596+708.5% |