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 | $75,035 | $105,998-29.2% | $92,233-18.6% | $147,584-49.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.12% | 50.05%-32.9pp | 176.28%-159.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,318 | $4,333-46.5% | $3,679-37.0% | $4,876-52.5% |
| Participant deferral / active EE | $2,278 | $4,478-49.1% | $3,897-41.5% | $5,439-58.1% |
| Admin fee / account holder | $2,229 | $6,332-64.8% | $5,194-57.1% | $10,885-79.5% |