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 | $88,024 | $105,998-17.0% | $92,233-4.6% | $147,584-40.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.01% | 50.05%-32.0pp | 176.28%-158.3pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,371 | $4,333-68.4% | $3,679-62.7% | $4,876-71.9% |
| Participant deferral / active EE | $3,635 | $4,478-18.8% | $3,897-6.7% | $5,439-33.2% |
| Admin fee / account holder | $1,051 | $6,332-83.4% | $5,194-79.8% | $10,885-90.3% |