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 | $63,713 | $76,000-16.2% | $154,107-58.7% | $64,186-0.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.49% | 30.32%-28.8pp | 735.12%-733.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $4,974 | $3,351+48.5% | $5,298-6.1% | $2,381+108.9% |
| Participant deferral / active EE | $4,499 | $3,175+41.7% | $5,081-11.5% | $3,470+29.7% |
| Admin fee / account holder | $926 | $5,596-83.5% | $13,411-93.1% | $4,888-81.1% |