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 | $91,962 | $96,635-4.8% | $86,612+6.2% | $139,434-34.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.12% | 106.41%-87.3pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,378 | $3,263+3.5% | $3,022+11.8% | $4,751-28.9% |
| Participant deferral / active EE | $10,009 | $4,836+107.0% | $4,438+125.6% | $6,710+49.2% |
| Admin fee / account holder | $1,363 | $6,408-78.7% | $5,614-75.7% | $11,403-88.0% |