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 | $78,692 | $105,998-25.8% | $92,233-14.7% | $147,584-46.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.84% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,555 | $4,333-41.0% | $3,679-30.6% | $4,876-47.6% |
| Participant deferral / active EE | $3,951 | $4,478-11.8% | $3,897+1.4% | $5,439-27.3% |
| Admin fee / account holder | $1,411 | $6,332-77.7% | $5,194-72.8% | $10,885-87.0% |