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 | $86,337 | $105,998-18.5% | $92,233-6.4% | $147,584-41.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.20% | 50.05%-30.9pp | 176.28%-157.1pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,447 | $4,333-20.5% | $3,679-6.3% | $4,876-29.3% |
| Participant deferral / active EE | $14,209 | $4,478+217.3% | $3,897+264.6% | $5,439+161.3% |
| Admin fee / account holder | $18,946 | $6,332+199.2% | $5,194+264.8% | $10,885+74.1% |