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 | $94,631 | $96,635-2.1% | $86,612+9.3% | $139,434-32.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.90% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,282 | $3,263-30.1% | $3,022-24.5% | $4,751-52.0% |
| Participant deferral / active EE | $4,558 | $4,836-5.7% | $4,438+2.7% | $6,710-32.1% |
| Admin fee / account holder | $23,485 | $6,408+266.5% | $5,614+318.3% | $11,403+106.0% |