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 | $128,774 | $77,899+65.3% | $149,673-14.0% | $75,163+71.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.27% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $6,338 | $3,137+102.0% | $4,818+31.6% | $2,670+137.4% |
| Participant deferral / active EE | $4,712 | $3,411+38.1% | $5,680-17.0% | $4,125+14.2% |
| Admin fee / account holder | $1,481 | $5,956-75.1% | $13,210-88.8% | $5,651-73.8% |