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 | $88,499 | $105,998-16.5% | $92,233-4.0% | $147,584-40.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.69% | 50.05%-39.4pp | 176.28%-165.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,669 | $4,333-61.5% | $3,679-54.6% | $4,876-65.8% |
| Participant deferral / active EE | $4,216 | $4,478-5.9% | $3,897+8.2% | $5,439-22.5% |
| Admin fee / account holder | $982 | $6,332-84.5% | $5,194-81.1% | $10,885-91.0% |