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 | $95,373 | $105,998-10.0% | $92,233+3.4% | $147,584-35.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.54% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $8,072 | $4,333+86.3% | $3,679+119.4% | $4,876+65.5% |
| Participant deferral / active EE | $11,688 | $4,478+161.0% | $3,897+199.9% | $5,439+114.9% |
| Admin fee / account holder | $904 | $6,332-85.7% | $5,194-82.6% | $10,885-91.7% |