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 | $121,752 | $105,998+14.9% | $92,233+32.0% | $147,584-17.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.47% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $5,980 | $4,333+38.0% | $3,679+62.5% | $4,876+22.6% |
| Participant deferral / active EE | $7,334 | $4,478+63.8% | $3,897+88.2% | $5,439+34.8% |
| Admin fee / account holder | $763 | $6,332-87.9% | $5,194-85.3% | $10,885-93.0% |