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 | $60,579 | $76,000-20.3% | $154,107-60.7% | $64,186-5.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.57% | 30.32%-23.7pp | 735.12%-728.5pp | 7.63%-1.1pp |
| Employer contribution / active EE | $3,573 | $3,351+6.6% | $5,298-32.6% | $2,381+50.1% |
| Participant deferral / active EE | $3,975 | $3,175+25.2% | $5,081-21.8% | $3,470+14.6% |
| Admin fee / account holder | $1,451 | $5,596-74.1% | $13,411-89.2% | $4,888-70.3% |