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 | $129,929 | $72,177+80.0% | $115,037+12.9% | $59,632+117.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.25% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $6,341 | $2,841+123.2% | $4,608+37.6% | $2,203+187.9% |
| Participant deferral / active EE | $3,973 | $4,783-16.9% | $6,026-34.1% | $3,192+24.5% |
| Admin fee / account holder | $6,940 | $4,927+40.9% | $8,175-15.1% | $4,297+61.5% |