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 | $90,434 | $106,890-15.4% | $84,015+7.6% | $152,861-40.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.24% | 104.99%-84.7pp | 71.31%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,550 | $2,734-6.8% | $1,983+28.5% | $4,762-46.5% |
| Participant deferral / active EE | $8,270 | $4,011+106.2% | $3,239+155.4% | $5,850+41.4% |
| Admin fee / account holder | $838 | $8,285-89.9% | $6,101-86.3% | $11,596-92.8% |