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 | $127,513 | $99,652+28.0% | $78,778+61.9% | $147,584-13.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.79% | 47.28%-30.5pp | 35.62%-18.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,057 | $2,796+9.3% | $1,986+53.9% | $4,876-37.3% |
| Participant deferral / active EE | $5,969 | $3,664+62.9% | $2,958+101.8% | $5,439+9.7% |
| Admin fee / account holder | $639 | $7,155-91.1% | $5,134-87.6% | $10,885-94.1% |