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 | $107,416 | $105,998+1.3% | $92,233+16.5% | $147,584-27.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.18% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $13,154 | $4,333+203.6% | $3,679+257.5% | $4,876+169.8% |
| Participant deferral / active EE | $4,928 | $4,478+10.0% | $3,897+26.5% | $5,439-9.4% |
| Admin fee / account holder | $1,775 | $6,332-72.0% | $5,194-65.8% | $10,885-83.7% |