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 | $106,600 | $105,998+0.6% | $92,233+15.6% | $147,584-27.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.78% | 50.05%-26.3pp | 176.28%-152.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $8,477 | $4,333+95.6% | $3,679+130.4% | $4,876+73.8% |
| Participant deferral / active EE | $6,690 | $4,478+49.4% | $3,897+71.7% | $5,439+23.0% |
| Admin fee / account holder | $12,664 | $6,332+100.0% | $5,194+143.8% | $10,885+16.3% |