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 | $90,082 | $106,890-15.7% | $84,015+7.2% | $152,861-41.1% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 24.62% | 104.99%-80.4pp | 71.31%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $7,062 | $2,734+158.3% | $1,983+256.0% | $4,762+48.3% |
| Participant deferral / active EE | $5,156 | $4,011+28.5% | $3,239+59.2% | $5,850-11.9% |
| Admin fee / account holder | $947 | $8,285-88.6% | $6,101-84.5% | $11,596-91.8% |