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 | $114,478 | $105,998+8.0% | $92,233+24.1% | $147,584-22.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.91% | 50.05%-34.1pp | 176.28%-160.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,595 | $4,333-40.1% | $3,679-29.5% | $4,876-46.8% |
| Participant deferral / active EE | $4,267 | $4,478-4.7% | $3,897+9.5% | $5,439-21.5% |
| Admin fee / account holder | $464 | $6,332-92.7% | $5,194-91.1% | $10,885-95.7% |