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 | $92,138 | $106,890-13.8% | $84,015+9.7% | $152,861-39.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.64% | 104.99%-86.4pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,039 | $2,734-25.4% | $1,983+2.8% | $4,762-57.2% |
| Participant deferral / active EE | $6,749 | $4,011+68.3% | $3,239+108.4% | $5,850+15.4% |
| Admin fee / account holder | $1,739 | $8,285-79.0% | $6,101-71.5% | $11,596-85.0% |