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 | $56,375 | $76,000-25.8% | $154,107-63.4% | $64,186-12.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.18% | 30.32%-29.1pp | 735.12%-733.9pp | 7.63%-6.5pp |
| Employer contribution / active EE | $7,750 | $3,351+131.3% | $5,298+46.3% | $2,381+225.5% |
| Participant deferral / active EE | $5,450 | $3,175+71.6% | $5,081+7.3% | $3,470+57.1% |
| Admin fee / account holder | $1,281 | $5,596-77.1% | $13,411-90.5% | $4,888-73.8% |