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 | $71,303 | $76,000-6.2% | $154,107-53.7% | $64,186+11.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 229.89% | 30.32%+199.6pp | 735.12%-505.2pp | 7.63%+222.3pp |
| Employer contribution / active EE | $1,204 | $3,351-64.1% | $5,298-77.3% | $2,381-49.4% |
| Participant deferral / active EE | $1,506 | $3,175-52.6% | $5,081-70.4% | $3,470-56.6% |
| Admin fee / account holder | $1,518 | $5,596-72.9% | $13,411-88.7% | $4,888-68.9% |