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 | $228,923 | $105,998+116.0% | $92,233+148.2% | $147,584+55.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.66% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $21,814 | $4,333+403.4% | $3,679+492.9% | $4,876+347.3% |
| Participant deferral / active EE | $5,214 | $4,478+16.4% | $3,897+33.8% | $5,439-4.1% |
| Admin fee / account holder | $1,900 | $6,332-70.0% | $5,194-63.4% | $10,885-82.5% |