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 | $184,924 | $105,998+74.5% | $92,233+100.5% | $147,584+25.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.27% | 50.05%-36.8pp | 176.28%-163.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,097 | $4,333-28.5% | $3,679-15.8% | $4,876-36.5% |
| Participant deferral / active EE | $7,139 | $4,478+59.4% | $3,897+83.2% | $5,439+31.3% |
| Admin fee / account holder | $89,155 | $6,332+1308.0% | $5,194+1616.7% | $10,885+719.0% |