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 | $109,512 | $96,635+13.3% | $86,612+26.4% | $139,434-21.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.63% | 106.41%-86.8pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $9,557 | $3,263+192.9% | $3,022+216.2% | $4,751+101.2% |
| Participant deferral / active EE | $5,995 | $4,836+24.0% | $4,438+35.1% | $6,710-10.7% |
| Admin fee / account holder | $2,211 | $6,408-65.5% | $5,614-60.6% | $11,403-80.6% |