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 | $92,674 | $106,890-13.3% | $84,015+10.3% | $152,861-39.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.97% | 104.99%-81.0pp | 71.31%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,930 | $2,734-29.4% | $1,983-2.7% | $4,762-59.5% |
| Participant deferral / active EE | $6,931 | $4,011+72.8% | $3,239+114.0% | $5,850+18.5% |
| Admin fee / account holder | $15,776 | $8,285+90.4% | $6,101+158.6% | $11,596+36.0% |