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 | $114,759 | $105,998+8.3% | $92,233+24.4% | $147,584-22.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.14% | 50.05%-38.9pp | 176.28%-165.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,817 | $4,333-58.1% | $3,679-50.6% | $4,876-62.7% |
| Participant deferral / active EE | $7,802 | $4,478+74.2% | $3,897+100.2% | $5,439+43.5% |
| Admin fee / account holder | $538 | $6,332-91.5% | $5,194-89.6% | $10,885-95.1% |