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 | $83,806 | $49,173+70.4% | $121,098-30.8% | $75,163+11.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.67% | 55.99%-41.3pp | 985.75%-971.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $5,329 | $1,546+244.8% | $4,164+28.0% | $2,670+99.6% |
| Participant deferral / active EE | $4,409 | $2,628+67.8% | $4,080+8.1% | $4,125+6.9% |
| Admin fee / account holder | $4,858 | $3,942+23.2% | $5,644-13.9% | $5,651-14.0% |