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 | $130,516 | $77,899+67.5% | $149,673-12.8% | $75,163+73.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.66% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $10,281 | $3,137+227.7% | $4,818+113.4% | $2,670+285.1% |
| Participant deferral / active EE | $7,131 | $3,411+109.1% | $5,680+25.6% | $4,125+72.9% |
| Admin fee / account holder | $330 | $5,956-94.5% | $13,210-97.5% | $5,651-94.2% |