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 | $86,359 | $105,998-18.5% | $92,233-6.4% | $147,584-41.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 41.43% | 50.05%-8.6pp | 176.28%-134.9pp | 578.55%-537.1pp |
| Employer contribution / active EE | $2,957 | $4,333-31.8% | $3,679-19.6% | $4,876-39.4% |
| Participant deferral / active EE | $5,930 | $4,478+32.4% | $3,897+52.2% | $5,439+9.0% |
| Admin fee / account holder | $515 | $6,332-91.9% | $5,194-90.1% | $10,885-95.3% |