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 | $93,237 | $76,000+22.7% | $154,107-39.5% | $64,186+45.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.11% | 30.32%-22.2pp | 735.12%-727.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $5,068 | $3,351+51.3% | $5,298-4.3% | $2,381+112.9% |
| Participant deferral / active EE | $3,762 | $3,175+18.5% | $5,081-26.0% | $3,470+8.4% |
| Admin fee / account holder | $5,174 | $5,596-7.5% | $13,411-61.4% | $4,888+5.9% |