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 | $87,088 | $105,998-17.8% | $92,233-5.6% | $147,584-41.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.45% | 50.05%-36.6pp | 176.28%-162.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $5,919 | $4,333+36.6% | $3,679+60.9% | $4,876+21.4% |
| Participant deferral / active EE | $6,809 | $4,478+52.1% | $3,897+74.7% | $5,439+25.2% |
| Admin fee / account holder | $710 | $6,332-88.8% | $5,194-86.3% | $10,885-93.5% |