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 | $96,543 | $105,998-8.9% | $92,233+4.7% | $147,584-34.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.42% | 50.05%-32.6pp | 176.28%-158.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,099 | $4,333-51.5% | $3,679-42.9% | $4,876-56.9% |
| Participant deferral / active EE | $3,886 | $4,478-13.2% | $3,897-0.3% | $5,439-28.6% |
| Admin fee / account holder | $1,391 | $6,332-78.0% | $5,194-73.2% | $10,885-87.2% |