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 | $123,872 | $105,998+16.9% | $92,233+34.3% | $147,584-16.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.65% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $13,581 | $4,333+213.4% | $3,679+269.1% | $4,876+178.5% |
| Participant deferral / active EE | $7,615 | $4,478+70.1% | $3,897+95.4% | $5,439+40.0% |
| Admin fee / account holder | $27,932 | $6,332+341.1% | $5,194+437.8% | $10,885+156.6% |