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 | $95,596 | $105,998-9.8% | $92,233+3.6% | $147,584-35.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.49% | 50.05%-36.6pp | 176.28%-162.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $14,064 | $4,333+224.6% | $3,679+282.2% | $4,876+188.4% |
| Participant deferral / active EE | $9,482 | $4,478+111.7% | $3,897+143.3% | $5,439+74.3% |
| Admin fee / account holder | $3,655 | $6,332-42.3% | $5,194-29.6% | $10,885-66.4% |