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 | $93,512 | $106,890-12.5% | $84,015+11.3% | $152,861-38.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.90% | 104.99%-87.1pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $12,339 | $2,734+351.3% | $1,983+522.1% | $4,762+159.1% |
| Participant deferral / active EE | $6,841 | $4,011+70.5% | $3,239+111.2% | $5,850+16.9% |
| Admin fee / account holder | $40,640 | $8,285+390.5% | $6,101+566.2% | $11,596+250.5% |