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 | $96,672 | $107,934-10.4% | $91,989+5.1% | $152,861-36.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.40% | 89.24%-68.8pp | 69.02%-48.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,376 | $4,210-19.8% | $3,452-2.2% | $4,762-29.1% |
| Participant deferral / active EE | $8,633 | $6,364+35.7% | $5,923+45.8% | $5,850+47.6% |
| Admin fee / account holder | $9,855 | $10,520-6.3% | $7,743+27.3% | $11,596-15.0% |