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 | $113,649 | $105,998+7.2% | $92,233+23.2% | $147,584-23.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.37% | 50.05%-28.7pp | 176.28%-154.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,371 | $4,333-45.3% | $3,679-35.6% | $4,876-51.4% |
| Participant deferral / active EE | $4,977 | $4,478+11.2% | $3,897+27.7% | $5,439-8.5% |
| Admin fee / account holder | $3,195 | $6,332-49.5% | $5,194-38.5% | $10,885-70.6% |