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 | $121,889 | $105,998+15.0% | $92,233+32.2% | $147,584-17.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.53% | 50.05%-35.5pp | 176.28%-161.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $835 | $4,333-80.7% | $3,679-77.3% | $4,876-82.9% |
| Participant deferral / active EE | $4,344 | $4,478-3.0% | $3,897+11.5% | $5,439-20.1% |
| Admin fee / account holder | $6,265 | $6,332-1.1% | $5,194+20.6% | $10,885-42.4% |