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 | $96,283 | $106,890-9.9% | $84,015+14.6% | $152,861-37.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.54% | 104.99%-88.4pp | 71.31%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $4,010 | $2,734+46.7% | $1,983+102.2% | $4,762-15.8% |
| Participant deferral / active EE | $6,918 | $4,011+72.5% | $3,239+113.6% | $5,850+18.2% |
| Admin fee / account holder | $109,931 | $8,285+1226.8% | $6,101+1701.9% | $11,596+848.0% |