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 | $130,566 | $105,998+23.2% | $92,233+41.6% | $147,584-11.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.10% | 50.05%-36.9pp | 176.28%-163.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,677 | $4,333-38.2% | $3,679-27.2% | $4,876-45.1% |
| Participant deferral / active EE | $3,972 | $4,478-11.3% | $3,897+1.9% | $5,439-27.0% |
| Admin fee / account holder | $1,026 | $6,332-83.8% | $5,194-80.2% | $10,885-90.6% |