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 | $94,172 | $107,334-12.3% | $92,893+1.4% | $152,861-38.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.33% | 145.58%-130.3pp | 109.41%-94.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $3,007 | $4,221-28.8% | $3,653-17.7% | $4,762-36.9% |
| Participant deferral / active EE | $7,899 | $4,845+63.0% | $4,236+86.5% | $5,850+35.0% |
| Admin fee / account holder | $366 | $7,079-94.8% | $5,794-93.7% | $11,596-96.8% |