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 | $130,762 | $152,587-14.3% | $125,175+4.5% | $152,861-14.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.12% | 54.84%-38.7pp | 43.79%-27.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $22,048 | $4,946+345.7% | $3,865+470.4% | $4,762+363.0% |
| Participant deferral / active EE | $15,600 | $5,868+165.9% | $4,937+216.0% | $5,850+166.7% |
| Admin fee / account holder | $426 | $13,434-96.8% | $9,702-95.6% | $11,596-96.3% |