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 | $115,198 | $105,998+8.7% | $92,233+24.9% | $147,584-21.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.68% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $9,393 | $4,333+116.8% | $3,679+155.3% | $4,876+92.6% |
| Participant deferral / active EE | $5,013 | $4,478+12.0% | $3,897+28.7% | $5,439-7.8% |
| Admin fee / account holder | $810 | $6,332-87.2% | $5,194-84.4% | $10,885-92.6% |