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 | $92,521 | $96,635-4.3% | $86,612+6.8% | $139,434-33.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.82% | 106.41%-85.6pp | 591.07%-570.2pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,299 | $3,263+1.1% | $3,022+9.1% | $4,751-30.6% |
| Participant deferral / active EE | $6,621 | $4,836+36.9% | $4,438+49.2% | $6,710-1.3% |
| Admin fee / account holder | $7,262 | $6,408+13.3% | $5,614+29.3% | $11,403-36.3% |