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 | $28,445 | $76,000-62.6% | $154,107-81.5% | $64,186-55.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 9.67% | 30.32%-20.7pp | 735.12%-725.5pp | 7.63%+2.0pp |
| Employer contribution / active EE | $1,300 | $3,351-61.2% | $5,298-75.5% | $2,381-45.4% |
| Participant deferral / active EE | $2,664 | $3,175-16.1% | $5,081-47.6% | $3,470-23.2% |
| Admin fee / account holder | $935 | $5,596-83.3% | $13,411-93.0% | $4,888-80.9% |