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 | $34,807 | $127,100-72.6% | $105,738-67.1% | $135,375-74.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 14.29% | 4.49%+9.8pp | 6.27%+8.0pp | 519.73%-505.4pp |
| Employer contribution / active EE | $7,250 | $4,107+76.5% | $3,268+121.8% | $4,779+51.7% |
| Participant deferral / active EE | $6,757 | $5,064+33.4% | $4,080+65.6% | $5,609+20.5% |
| Admin fee / account holder | $486 | $9,087-94.6% | $6,913-93.0% | $10,827-95.5% |