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 | $33,983 | $106,890-68.2% | $84,015-59.6% | $152,861-77.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.52% | 104.99%-81.5pp | 71.31%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $7,068 | $2,734+158.5% | $1,983+256.3% | $4,762+48.4% |
| Participant deferral / active EE | $4,518 | $4,011+12.6% | $3,239+39.5% | $5,850-22.8% |
| Admin fee / account holder | $655 | $8,285-92.1% | $6,101-89.3% | $11,596-94.4% |