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 | $80,219 | $105,998-24.3% | $92,233-13.0% | $147,584-45.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.84% | 50.05%-22.2pp | 176.28%-148.4pp | 578.55%-550.7pp |
| Employer contribution / active EE | $3,090 | $4,333-28.7% | $3,679-16.0% | $4,876-36.6% |
| Participant deferral / active EE | $3,562 | $4,478-20.5% | $3,897-8.6% | $5,439-34.5% |
| Admin fee / account holder | $38,672 | $6,332+510.7% | $5,194+644.6% | $10,885+255.3% |