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 | $96,725 | $105,998-8.7% | $92,233+4.9% | $147,584-34.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.34% | 50.05%-28.7pp | 176.28%-154.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $15,777 | $4,333+264.1% | $3,679+328.8% | $4,876+223.5% |
| Participant deferral / active EE | $9,074 | $4,478+102.6% | $3,897+132.9% | $5,439+66.8% |
| Admin fee / account holder | $351 | $6,332-94.5% | $5,194-93.2% | $10,885-96.8% |