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 | $73,216 | $76,000-3.7% | $154,107-52.5% | $64,186+14.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.59% | 30.32%-26.7pp | 735.12%-731.5pp | 7.63%-4.0pp |
| Employer contribution / active EE | $5,031 | $3,351+50.1% | $5,298-5.0% | $2,381+111.3% |
| Participant deferral / active EE | $3,114 | $3,175-1.9% | $5,081-38.7% | $3,470-10.3% |
| Admin fee / account holder | $12,765 | $5,596+128.1% | $13,411-4.8% | $4,888+161.1% |