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 | $114,950 | $105,998+8.4% | $92,233+24.6% | $147,584-22.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.94% | 50.05%-40.1pp | 176.28%-166.3pp | 578.55%-568.6pp |
| Employer contribution / active EE | $10,581 | $4,333+144.2% | $3,679+187.6% | $4,876+117.0% |
| Participant deferral / active EE | $9,448 | $4,478+111.0% | $3,897+142.5% | $5,439+73.7% |
| Admin fee / account holder | $30,537 | $6,332+382.3% | $5,194+488.0% | $10,885+180.5% |