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 | $39,823 | $76,000-47.6% | $154,107-74.2% | $64,186-38.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.12% | 30.32%-20.2pp | 735.12%-725.0pp | 7.63%+2.5pp |
| Employer contribution / active EE | $2,840 | $3,351-15.2% | $5,298-46.4% | $2,381+19.3% |
| Participant deferral / active EE | $1,817 | $3,175-42.8% | $5,081-64.2% | $3,470-47.6% |
| Admin fee / account holder | $3,565 | $5,596-36.3% | $13,411-73.4% | $4,888-27.1% |