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 | $63,465 | $106,890-40.6% | $84,015-24.5% | $152,861-58.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.64% | 104.99%-83.3pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,892 | $2,734-30.8% | $1,983-4.6% | $4,762-60.3% |
| Participant deferral / active EE | $3,669 | $4,011-8.5% | $3,239+13.3% | $5,850-37.3% |
| Admin fee / account holder | $9,280 | $8,285+12.0% | $6,101+52.1% | $11,596-20.0% |