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 | $84,170 | $106,890-21.3% | $84,015+0.2% | $152,861-44.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.54% | 104.99%-77.4pp | 71.31%-43.8pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,950 | $2,734-28.7% | $1,983-1.7% | $4,762-59.1% |
| Participant deferral / active EE | $7,165 | $4,011+78.6% | $3,239+121.2% | $5,850+22.5% |
| Admin fee / account holder | $1,803 | $8,285-78.2% | $6,101-70.4% | $11,596-84.5% |