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 | $143,525 | $76,000+88.8% | $154,107-6.9% | $64,186+123.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.69% | 30.32%-26.6pp | 735.12%-731.4pp | 7.63%-3.9pp |
| Employer contribution / active EE | $1,977 | $3,351-41.0% | $5,298-62.7% | $2,381-16.9% |
| Participant deferral / active EE | $3,694 | $3,175+16.4% | $5,081-27.3% | $3,470+6.5% |
| Admin fee / account holder | $49,961 | $5,596+792.8% | $13,411+272.5% | $4,888+922.1% |