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 | $99,626 | $105,998-6.0% | $92,233+8.0% | $147,584-32.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.77% | 50.05%-39.3pp | 176.28%-165.5pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,886 | $4,333-33.4% | $3,679-21.6% | $4,876-40.8% |
| Participant deferral / active EE | $3,614 | $4,478-19.3% | $3,897-7.3% | $5,439-33.5% |
| Admin fee / account holder | $295,944 | $6,332+4573.6% | $5,194+5598.3% | $10,885+2618.8% |