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 | $135,630 | $105,998+28.0% | $92,233+47.1% | $147,584-8.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.26% | 50.05%-39.8pp | 176.28%-166.0pp | 578.55%-568.3pp |
| Employer contribution / active EE | $21,531 | $4,333+396.9% | $3,679+485.2% | $4,876+341.5% |
| Participant deferral / active EE | $21,000 | $4,478+369.0% | $3,897+438.9% | $5,439+286.1% |
| Admin fee / account holder | $2,414 | $6,332-61.9% | $5,194-53.5% | $10,885-77.8% |