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 | $75,179 | $105,998-29.1% | $92,233-18.5% | $147,584-49.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.23% | 50.05%-35.8pp | 176.28%-162.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,210 | $4,333-25.9% | $3,679-12.8% | $4,876-34.2% |
| Participant deferral / active EE | $4,425 | $4,478-1.2% | $3,897+13.6% | $5,439-18.6% |
| Admin fee / account holder | $1,309 | $6,332-79.3% | $5,194-74.8% | $10,885-88.0% |