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 | $77,226 | $105,998-27.1% | $92,233-16.3% | $147,584-47.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.86% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,233 | $4,333-48.5% | $3,679-39.3% | $4,876-54.2% |
| Participant deferral / active EE | $3,068 | $4,478-31.5% | $3,897-21.3% | $5,439-43.6% |
| Admin fee / account holder | $301 | $6,332-95.2% | $5,194-94.2% | $10,885-97.2% |