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 | $79,131 | $105,998-25.3% | $92,233-14.2% | $147,584-46.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.44% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,835 | $4,333-57.6% | $3,679-50.1% | $4,876-62.4% |
| Participant deferral / active EE | $5,293 | $4,478+18.2% | $3,897+35.8% | $5,439-2.7% |
| Admin fee / account holder | $587 | $6,332-90.7% | $5,194-88.7% | $10,885-94.6% |