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 | $90,722 | $105,998-14.4% | $92,233-1.6% | $147,584-38.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.93% | 50.05%-33.1pp | 176.28%-159.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,257 | $4,333-47.9% | $3,679-38.6% | $4,876-53.7% |
| Participant deferral / active EE | $3,648 | $4,478-18.5% | $3,897-6.4% | $5,439-32.9% |
| Admin fee / account holder | $1,249 | $6,332-80.3% | $5,194-76.0% | $10,885-88.5% |