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 | $103,334 | $105,998-2.5% | $92,233+12.0% | $147,584-30.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.98% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,322 | $4,333-0.3% | $3,679+17.5% | $4,876-11.4% |
| Participant deferral / active EE | $6,771 | $4,478+51.2% | $3,897+73.8% | $5,439+24.5% |
| Admin fee / account holder | $1,027 | $6,332-83.8% | $5,194-80.2% | $10,885-90.6% |