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 | $106,812 | $96,635+10.5% | $86,612+23.3% | $139,434-23.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.15% | 106.41%-95.3pp | 591.07%-579.9pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,300 | $3,263+1.1% | $3,022+9.2% | $4,751-30.5% |
| Participant deferral / active EE | $16,050 | $4,836+231.9% | $4,438+261.7% | $6,710+139.2% |
| Admin fee / account holder | $1,236 | $6,408-80.7% | $5,614-78.0% | $11,403-89.2% |