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 | $142,394 | $105,998+34.3% | $92,233+54.4% | $147,584-3.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.58% | 50.05%-38.5pp | 176.28%-164.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $3,302 | $4,333-23.8% | $3,679-10.3% | $4,876-32.3% |
| Participant deferral / active EE | $6,000 | $4,478+34.0% | $3,897+54.0% | $5,439+10.3% |
| Admin fee / account holder | $6,679 | $6,332+5.5% | $5,194+28.6% | $10,885-38.6% |