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 | $106,879 | $105,998+0.8% | $92,233+15.9% | $147,584-27.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.40% | 50.05%-37.6pp | 176.28%-163.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,883 | $4,333-56.5% | $3,679-48.8% | $4,876-61.4% |
| Participant deferral / active EE | $11,199 | $4,478+150.1% | $3,897+187.4% | $5,439+105.9% |
| Admin fee / account holder | $445 | $6,332-93.0% | $5,194-91.4% | $10,885-95.9% |