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 | $92,296 | $105,998-12.9% | $92,233+0.1% | $147,584-37.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.70% | 50.05%-37.3pp | 176.28%-163.6pp | 578.55%-565.8pp |
| Employer contribution / active EE | $6,930 | $4,333+59.9% | $3,679+88.3% | $4,876+42.1% |
| Participant deferral / active EE | $5,676 | $4,478+26.8% | $3,897+45.7% | $5,439+4.4% |
| Admin fee / account holder | $29,198 | $6,332+361.1% | $5,194+462.2% | $10,885+168.2% |