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 | $18,062 | $76,000-76.2% | $154,107-88.3% | $64,186-71.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.80% | 30.32%-22.5pp | 735.12%-727.3pp | 7.63%+0.2pp |
| Employer contribution / active EE | $1,200 | $3,351-64.2% | $5,298-77.3% | $2,381-49.6% |
| Participant deferral / active EE | $1,871 | $3,175-41.1% | $5,081-63.2% | $3,470-46.1% |
| Admin fee / account holder | $5,717 | $5,596+2.2% | $13,411-57.4% | $4,888+17.0% |