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 | $81,980 | $73,515+11.5% | $62,995+30.1% | $147,584-44.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.80% | 175.43%-164.6pp | 87.57%-76.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,155 | $3,320-5.0% | $2,759+14.4% | $4,876-35.3% |
| Participant deferral / active EE | $11,332 | $4,185+170.8% | $3,329+240.4% | $5,439+108.4% |
| Admin fee / account holder | $1,334 | $5,953-77.6% | $3,600-63.0% | $10,885-87.7% |