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 | $76,685 | $105,998-27.7% | $92,233-16.9% | $147,584-48.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.78% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $16,558 | $4,333+282.1% | $3,679+350.0% | $4,876+239.6% |
| Participant deferral / active EE | $3,608 | $4,478-19.4% | $3,897-7.4% | $5,439-33.7% |
| Admin fee / account holder | $4,012 | $6,332-36.6% | $5,194-22.8% | $10,885-63.1% |