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 | $91,395 | $105,998-13.8% | $92,233-0.9% | $147,584-38.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.92% | 50.05%-33.1pp | 176.28%-159.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,591 | $4,333+29.0% | $3,679+52.0% | $4,876+14.7% |
| Participant deferral / active EE | $13,293 | $4,478+196.9% | $3,897+241.1% | $5,439+144.4% |
| Admin fee / account holder | $866 | $6,332-86.3% | $5,194-83.3% | $10,885-92.0% |