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 | $15,162 | $76,000-80.1% | $154,107-90.2% | $64,186-76.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.52% | 30.32%-21.8pp | 735.12%-726.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,579 | $3,351-52.9% | $5,298-70.2% | $2,381-33.7% |
| Participant deferral / active EE | $2,966 | $3,175-6.6% | $5,081-41.6% | $3,470-14.5% |
| Admin fee / account holder | $327 | $5,596-94.2% | $13,411-97.6% | $4,888-93.3% |