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 | $122,244 | $105,998+15.3% | $92,233+32.5% | $147,584-17.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.73% | 50.05%-33.3pp | 176.28%-159.6pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,990 | $4,333-31.0% | $3,679-18.7% | $4,876-38.7% |
| Participant deferral / active EE | $6,581 | $4,478+47.0% | $3,897+68.9% | $5,439+21.0% |
| Admin fee / account holder | $10,472 | $6,332+65.4% | $5,194+101.6% | $10,885-3.8% |