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 | $90,136 | $96,635-6.7% | $86,612+4.1% | $139,434-35.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.15% | 106.41%-93.3pp | 591.07%-577.9pp | 372.94%-359.8pp |
| Employer contribution / active EE | $13,118 | $3,263+302.0% | $3,022+334.0% | $4,751+176.1% |
| Participant deferral / active EE | $3,114 | $4,836-35.6% | $4,438-29.8% | $6,710-53.6% |
| Admin fee / account holder | $3,979 | $6,408-37.9% | $5,614-29.1% | $11,403-65.1% |