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 | $102,623 | $107,934-4.9% | $91,989+11.6% | $152,861-32.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 30.05% | 89.24%-59.2pp | 69.02%-39.0pp | 345.32%-315.3pp |
| Employer contribution / active EE | $6,667 | $4,210+58.4% | $3,452+93.1% | $4,762+40.0% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11,355 | $10,520+7.9% | $7,743+46.7% | $11,596-2.1% |