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 | $227,134 | $105,998+114.3% | $92,233+146.3% | $147,584+53.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.61% | 50.05%-33.4pp | 176.28%-159.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $4,370 | $4,333+0.9% | $3,679+18.8% | $4,876-10.4% |
| Participant deferral / active EE | $4,022 | $4,478-10.2% | $3,897+3.2% | $5,439-26.1% |
| Admin fee / account holder | $1,268 | $6,332-80.0% | $5,194-75.6% | $10,885-88.4% |