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 | $28,003 | $105,998-73.6% | $92,233-69.6% | $147,584-81.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.55% | 50.05%-25.5pp | 176.28%-151.7pp | 578.55%-554.0pp |
| Employer contribution / active EE | $2,899 | $4,333-33.1% | $3,679-21.2% | $4,876-40.6% |
| Participant deferral / active EE | $8,851 | $4,478+97.7% | $3,897+127.1% | $5,439+62.7% |
| Admin fee / account holder | $1,000 | $6,332-84.2% | $5,194-80.7% | $10,885-90.8% |