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 | $35,707 | $105,998-66.3% | $92,233-61.3% | $147,584-75.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.60% | 50.05%-34.4pp | 176.28%-160.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $7,669 | $4,333+77.0% | $3,679+108.4% | $4,876+57.3% |
| Participant deferral / active EE | $1,973 | $4,478-55.9% | $3,897-49.4% | $5,439-63.7% |
| Admin fee / account holder | $776 | $6,332-87.7% | $5,194-85.1% | $10,885-92.9% |