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 | $91,956 | $105,998-13.2% | $92,233-0.3% | $147,584-37.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.63% | 50.05%-29.4pp | 176.28%-155.7pp | 578.55%-557.9pp |
| Employer contribution / active EE | $10,518 | $4,333+142.7% | $3,679+185.9% | $4,876+115.7% |
| Participant deferral / active EE | $10,684 | $4,478+138.6% | $3,897+174.2% | $5,439+96.4% |
| Admin fee / account holder | $884 | $6,332-86.0% | $5,194-83.0% | $10,885-91.9% |