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 | $103,895 | $105,998-2.0% | $92,233+12.6% | $147,584-29.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.65% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $11,667 | $4,333+169.3% | $3,679+217.1% | $4,876+139.3% |
| Participant deferral / active EE | $2,774 | $4,478-38.1% | $3,897-28.8% | $5,439-49.0% |
| Admin fee / account holder | $1,966 | $6,332-69.0% | $5,194-62.1% | $10,885-81.9% |