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 | $98,202 | $96,635+1.6% | $86,612+13.4% | $139,434-29.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.98% | 106.41%-84.4pp | 591.07%-569.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,440 | $3,263-25.2% | $3,022-19.3% | $4,751-48.6% |
| Participant deferral / active EE | $4,963 | $4,836+2.6% | $4,438+11.8% | $6,710-26.0% |
| Admin fee / account holder | $3,685 | $6,408-42.5% | $5,614-34.4% | $11,403-67.7% |