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 | $96,090 | $105,998-9.3% | $92,233+4.2% | $147,584-34.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.41% | 50.05%-35.6pp | 176.28%-161.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,893 | $4,333-56.3% | $3,679-48.6% | $4,876-61.2% |
| Participant deferral / active EE | $2,216 | $4,478-50.5% | $3,897-43.1% | $5,439-59.3% |
| Admin fee / account holder | $320 | $6,332-94.9% | $5,194-93.8% | $10,885-97.1% |