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 | $114,233 | $105,998+7.8% | $92,233+23.9% | $147,584-22.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.76% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $6,779 | $4,333+56.4% | $3,679+84.2% | $4,876+39.0% |
| Participant deferral / active EE | $7,306 | $4,478+63.2% | $3,897+87.5% | $5,439+34.3% |
| Admin fee / account holder | $4,609 | $6,332-27.2% | $5,194-11.3% | $10,885-57.7% |