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 | $129,501 | $76,000+70.4% | $154,107-16.0% | $64,186+101.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 5.55% | 30.32%-24.8pp | 735.12%-729.6pp | 7.63%-2.1pp |
| Employer contribution / active EE | $9,117 | $3,351+172.1% | $5,298+72.1% | $2,381+282.9% |
| Participant deferral / active EE | $2,354 | $3,175-25.9% | $5,081-53.7% | $3,470-32.1% |
| Admin fee / account holder | $67,908 | $5,596+1113.5% | $13,411+406.4% | $4,888+1289.3% |