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 | $87,021 | $105,998-17.9% | $92,233-5.7% | $147,584-41.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.41% | 50.05%-33.6pp | 176.28%-159.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $8,184 | $4,333+88.9% | $3,679+122.4% | $4,876+67.8% |
| Participant deferral / active EE | $6,705 | $4,478+49.7% | $3,897+72.1% | $5,439+23.3% |
| Admin fee / account holder | $2,008 | $6,332-68.3% | $5,194-61.3% | $10,885-81.5% |