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 | $78,000 | $39,019+99.9% | $80,716-3.4% | $85,850-9.1% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 14.02% | 26.27%-12.2pp | 87.28%-73.3pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,572 | $722+117.7% | $1,160+35.5% | $2,565-38.7% |
| Participant deferral / active EE | $4,072 | $1,326+207.2% | $2,146+89.8% | $3,952+3.0% |
| Admin fee / account holder | $2,550 | $2,431+4.9% | $3,380-24.5% | $6,260-59.3% |