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 | $52,906 | $105,998-50.1% | $92,233-42.6% | $147,584-64.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.18% | 50.05%-33.9pp | 176.28%-160.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,455 | $4,333-20.3% | $3,679-6.1% | $4,876-29.1% |
| Participant deferral / active EE | $6,798 | $4,478+51.8% | $3,897+74.4% | $5,439+25.0% |
| Admin fee / account holder | $412 | $6,332-93.5% | $5,194-92.1% | $10,885-96.2% |