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 | $86,124 | $108,642-20.7% | $74,701+15.3% | $152,861-43.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 24.22% | 114.06%-89.8pp | 752.92%-728.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $7,024 | $1,503+367.3% | $1,084+548.2% | $4,762+47.5% |
| Participant deferral / active EE | $4,887 | $2,712+80.2% | $1,964+148.9% | $5,850-16.5% |
| Admin fee / account holder | $2,144 | $4,902-56.3% | $3,333-35.7% | $11,596-81.5% |