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 | $66,841 | $105,998-36.9% | $92,233-27.5% | $147,584-54.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.03% | 50.05%-33.0pp | 176.28%-159.3pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,053 | $4,333-52.6% | $3,679-44.2% | $4,876-57.9% |
| Participant deferral / active EE | $4,799 | $4,478+7.2% | $3,897+23.2% | $5,439-11.8% |
| Admin fee / account holder | $331 | $6,332-94.8% | $5,194-93.6% | $10,885-97.0% |