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 | $116,170 | $105,998+9.6% | $92,233+26.0% | $147,584-21.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.01% | 50.05%-38.0pp | 176.28%-164.3pp | 578.55%-566.5pp |
| Employer contribution / active EE | $3,608 | $4,333-16.7% | $3,679-1.9% | $4,876-26.0% |
| Participant deferral / active EE | $4,082 | $4,478-8.8% | $3,897+4.7% | $5,439-25.0% |
| Admin fee / account holder | $1,741 | $6,332-72.5% | $5,194-66.5% | $10,885-84.0% |