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 | $130,995 | $232,540-43.7% | $185,117-29.2% | $147,584-11.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.18% | 43.03%-34.8pp | 40.50%-32.3pp | 578.55%-570.4pp |
| Employer contribution / active EE | $9,531 | $5,195+83.5% | $4,182+127.9% | $4,876+95.5% |
| Participant deferral / active EE | $7,141 | $5,834+22.4% | $5,045+41.6% | $5,439+31.3% |
| Admin fee / account holder | $119,792 | $10,275+1065.8% | $8,159+1368.2% | $10,885+1000.5% |