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 | $94,899 | $105,998-10.5% | $92,233+2.9% | $147,584-35.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 38.01% | 50.05%-12.0pp | 176.28%-138.3pp | 578.55%-540.5pp |
| Employer contribution / active EE | $3,500 | $4,333-19.2% | $3,679-4.9% | $4,876-28.2% |
| Participant deferral / active EE | $36,000 | $4,478+704.0% | $3,897+823.9% | $5,439+561.9% |
| Admin fee / account holder | $439 | $6,332-93.1% | $5,194-91.5% | $10,885-96.0% |