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 | $80,841 | $105,998-23.7% | $92,233-12.4% | $147,584-45.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.11% | 50.05%-37.9pp | 176.28%-164.2pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,390 | $4,333-44.8% | $3,679-35.0% | $4,876-51.0% |
| Participant deferral / active EE | $4,247 | $4,478-5.1% | $3,897+9.0% | $5,439-21.9% |
| Admin fee / account holder | $50,488 | $6,332+697.3% | $5,194+872.1% | $10,885+363.8% |