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 | $156,087 | $105,998+47.3% | $92,233+69.2% | $147,584+5.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.90% | 50.05%-39.1pp | 176.28%-165.4pp | 578.55%-567.6pp |
| Employer contribution / active EE | $5,990 | $4,333+38.2% | $3,679+62.8% | $4,876+22.8% |
| Participant deferral / active EE | $10,003 | $4,478+123.4% | $3,897+156.7% | $5,439+83.9% |
| Admin fee / account holder | $65,014 | $6,332+926.7% | $5,194+1151.8% | $10,885+497.3% |