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 | $97,488 | $105,998-8.0% | $92,233+5.7% | $147,584-33.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.58% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $4,585 | $4,333+5.8% | $3,679+24.6% | $4,876-6.0% |
| Participant deferral / active EE | $12,701 | $4,478+183.6% | $3,897+225.9% | $5,439+133.5% |
| Admin fee / account holder | $384 | $6,332-93.9% | $5,194-92.6% | $10,885-96.5% |