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 | $130,881 | $105,998+23.5% | $92,233+41.9% | $147,584-11.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.06% | 50.05%-35.0pp | 176.28%-161.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,592 | $4,333-17.1% | $3,679-2.4% | $4,876-26.3% |
| Participant deferral / active EE | $12,371 | $4,478+176.3% | $3,897+217.5% | $5,439+127.5% |
| Admin fee / account holder | $5,985 | $6,332-5.5% | $5,194+15.2% | $10,885-45.0% |