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 9-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 | $107,668 | $105,998+1.6% | $92,233+16.7% | $147,584-27.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 47.33% | 50.05%-2.7pp | 176.28%-128.9pp | 578.55%-531.2pp |
| Employer contribution / active EE | $19,315 | $4,333+345.8% | $3,679+424.9% | $4,876+296.1% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+131.0% | $5,439+65.5% |
| Admin fee / account holder | $436 | $6,332-93.1% | $5,194-91.6% | $10,885-96.0% |