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 | $58,709 | $105,998-44.6% | $92,233-36.3% | $147,584-60.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.50% | 50.05%-27.6pp | 176.28%-153.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,449 | $4,333-43.5% | $3,679-33.4% | $4,876-49.8% |
| Participant deferral / active EE | $7,420 | $4,478+65.7% | $3,897+90.4% | $5,439+36.4% |
| Admin fee / account holder | $958 | $6,332-84.9% | $5,194-81.6% | $10,885-91.2% |