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 | $107,043 | $105,998+1.0% | $92,233+16.1% | $147,584-27.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.45% | 50.05%-37.6pp | 176.28%-163.8pp | 578.55%-566.1pp |
| Employer contribution / active EE | $18,332 | $4,333+323.1% | $3,679+398.2% | $4,876+275.9% |
| Participant deferral / active EE | $3,294 | $4,478-26.4% | $3,897-15.5% | $5,439-39.4% |
| Admin fee / account holder | $10,630 | $6,332+67.9% | $5,194+104.7% | $10,885-2.3% |