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 | $108,706 | $105,998+2.6% | $92,233+17.9% | $147,584-26.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.18% | 50.05%-36.9pp | 176.28%-163.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,150 | $4,333-50.4% | $3,679-41.6% | $4,876-55.9% |
| Participant deferral / active EE | $4,409 | $4,478-1.5% | $3,897+13.2% | $5,439-18.9% |
| Admin fee / account holder | $2,283 | $6,332-63.9% | $5,194-56.0% | $10,885-79.0% |