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 | $99,686 | $76,000+31.2% | $154,107-35.3% | $64,186+55.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 14.60% | 30.32%-15.7pp | 735.12%-720.5pp | 7.63%+7.0pp |
| Employer contribution / active EE | $5,000 | $3,351+49.2% | $5,298-5.6% | $2,381+110.0% |
| Participant deferral / active EE | $2,783 | $3,175-12.3% | $5,081-45.2% | $3,470-19.8% |
| Admin fee / account holder | $1,203 | $5,596-78.5% | $13,411-91.0% | $4,888-75.4% |