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 | $166,871 | $105,998+57.4% | $92,233+80.9% | $147,584+13.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.81% | 50.05%-37.2pp | 176.28%-163.5pp | 578.55%-565.7pp |
| Employer contribution / active EE | $8,450 | $4,333+95.0% | $3,679+129.6% | $4,876+73.3% |
| Participant deferral / active EE | $9,580 | $4,478+113.9% | $3,897+145.8% | $5,439+76.1% |
| Admin fee / account holder | $1,207 | $6,332-80.9% | $5,194-76.8% | $10,885-88.9% |