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 | $118,329 | $106,890+10.7% | $84,015+40.8% | $152,861-22.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.79% | 104.99%-82.2pp | 71.31%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,021 | $2,734-26.1% | $1,983+1.9% | $4,762-57.6% |
| Participant deferral / active EE | $3,583 | $4,011-10.7% | $3,239+10.6% | $5,850-38.8% |
| Admin fee / account holder | $589 | $8,285-92.9% | $6,101-90.3% | $11,596-94.9% |