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 | $84,227 | $123,909-32.0% | $69,647+20.9% | $145,922-42.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 7.80% | 190.55%-182.7pp | 100.48%-92.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $9,749 | $2,682+263.6% | $1,712+469.3% | $4,660+109.2% |
| Participant deferral / active EE | $3,400 | $4,236-19.7% | $2,886+17.8% | $6,688-49.2% |
| Admin fee / account holder | $4,659 | $7,863-40.7% | $4,713-1.1% | $13,397-65.2% |