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 | $92,145 | $105,998-13.1% | $92,233-0.1% | $147,584-37.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.37% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,034 | $4,333-53.1% | $3,679-44.7% | $4,876-58.3% |
| Participant deferral / active EE | $3,884 | $4,478-13.3% | $3,897-0.3% | $5,439-28.6% |
| Admin fee / account holder | $8,208 | $6,332+29.6% | $5,194+58.0% | $10,885-24.6% |