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 | $160,240 | $102,966+55.6% | $90,281+77.5% | $152,861+4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.07% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $11,915 | $3,139+279.6% | $2,854+317.4% | $4,762+150.2% |
| Participant deferral / active EE | $9,230 | $4,281+115.6% | $3,885+137.6% | $5,850+57.8% |
| Admin fee / account holder | $13,096 | $6,171+112.2% | $5,351+144.7% | $11,596+12.9% |