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 | $20,066 | $105,998-81.1% | $92,233-78.2% | $147,584-86.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.85% | 50.05%-29.2pp | 176.28%-155.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $6,211 | $4,333+43.3% | $3,679+68.8% | $4,876+27.4% |
| Participant deferral / active EE | $4,186 | $4,478-6.5% | $3,897+7.4% | $5,439-23.0% |
| Admin fee / account holder | $1,446 | $6,332-77.2% | $5,194-72.2% | $10,885-86.7% |