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 | $130,964 | $105,998+23.6% | $92,233+42.0% | $147,584-11.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.14% | 50.05%-29.9pp | 176.28%-156.1pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,476 | $4,333-65.9% | $3,679-59.9% | $4,876-69.7% |
| Participant deferral / active EE | $1,811 | $4,478-59.5% | $3,897-53.5% | $5,439-66.7% |
| Admin fee / account holder | $876 | $6,332-86.2% | $5,194-83.1% | $10,885-92.0% |