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 | $95,905 | $96,635-0.8% | $86,612+10.7% | $139,434-31.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.56% | 106.41%-93.9pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,608 | $3,263-20.1% | $3,022-13.7% | $4,751-45.1% |
| Participant deferral / active EE | $5,656 | $4,836+16.9% | $4,438+27.4% | $6,710-15.7% |
| Admin fee / account holder | $6,820 | $6,408+6.4% | $5,614+21.5% | $11,403-40.2% |