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 | $70,019 | $105,998-33.9% | $92,233-24.1% | $147,584-52.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.93% | 50.05%-33.1pp | 176.28%-159.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,753 | $4,333-13.4% | $3,679+2.0% | $4,876-23.0% |
| Participant deferral / active EE | $4,757 | $4,478+6.2% | $3,897+22.1% | $5,439-12.5% |
| Admin fee / account holder | $4,420 | $6,332-30.2% | $5,194-14.9% | $10,885-59.4% |