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 | $98,554 | $105,998-7.0% | $92,233+6.9% | $147,584-33.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.84% | 50.05%-39.2pp | 176.28%-165.4pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,977 | $4,333-31.3% | $3,679-19.1% | $4,876-38.9% |
| Participant deferral / active EE | $10,621 | $4,478+137.2% | $3,897+172.6% | $5,439+95.3% |
| Admin fee / account holder | $1,928 | $6,332-69.6% | $5,194-62.9% | $10,885-82.3% |