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 | $103,113 | $105,998-2.7% | $92,233+11.8% | $147,584-30.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.48% | 50.05%-35.6pp | 176.28%-161.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $8,364 | $4,333+93.0% | $3,679+127.3% | $4,876+71.5% |
| Participant deferral / active EE | $7,013 | $4,478+56.6% | $3,897+80.0% | $5,439+28.9% |
| Admin fee / account holder | $3,779 | $6,332-40.3% | $5,194-27.2% | $10,885-65.3% |