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 | $92,410 | $105,998-12.8% | $92,233+0.2% | $147,584-37.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.35% | 50.05%-29.7pp | 176.28%-155.9pp | 578.55%-558.2pp |
| Employer contribution / active EE | $13,258 | $4,333+206.0% | $3,679+260.3% | $4,876+171.9% |
| Participant deferral / active EE | $8,851 | $4,478+97.7% | $3,897+127.2% | $5,439+62.7% |
| Admin fee / account holder | $302 | $6,332-95.2% | $5,194-94.2% | $10,885-97.2% |