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 | $102,453 | $106,890-4.2% | $84,015+21.9% | $152,861-33.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.19% | 104.99%-83.8pp | 71.31%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,914 | $2,734-30.0% | $1,983-3.5% | $4,762-59.8% |
| Participant deferral / active EE | $3,830 | $4,011-4.5% | $3,239+18.3% | $5,850-34.5% |
| Admin fee / account holder | $37,078 | $8,285+347.5% | $6,101+507.8% | $11,596+219.7% |