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 | $125,503 | $105,998+18.4% | $92,233+36.1% | $147,584-15.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.41% | 50.05%-29.6pp | 176.28%-155.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,314 | $4,333-23.5% | $3,679-9.9% | $4,876-32.0% |
| Participant deferral / active EE | $10,203 | $4,478+127.9% | $3,897+161.8% | $5,439+87.6% |
| Admin fee / account holder | $3,514 | $6,332-44.5% | $5,194-32.3% | $10,885-67.7% |