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 | $85,589 | $88,751-3.6% | $81,812+4.6% | $145,922-41.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.82% | 1025.40%-1006.6pp | 773.79%-755.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $7,615 | $3,083+147.0% | $2,912+161.5% | $4,660+63.4% |
| Participant deferral / active EE | $10,246 | $4,643+120.7% | $4,319+137.3% | $6,688+53.2% |
| Admin fee / account holder | $3,260 | $8,415-61.3% | $7,386-55.9% | $13,397-75.7% |