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 | $34,560 | $76,000-54.5% | $154,107-77.6% | $64,186-46.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 11.93% | 30.32%-18.4pp | 735.12%-723.2pp | 7.63%+4.3pp |
| Employer contribution / active EE | $1,209 | $3,351-63.9% | $5,298-77.2% | $2,381-49.2% |
| Participant deferral / active EE | $1,859 | $3,175-41.4% | $5,081-63.4% | $3,470-46.4% |
| Admin fee / account holder | $1,880 | $5,596-66.4% | $13,411-86.0% | $4,888-61.5% |