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 | $55,139 | $76,000-27.4% | $154,107-64.2% | $64,186-14.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 2.01% | 30.32%-28.3pp | 735.12%-733.1pp | 7.63%-5.6pp |
| Employer contribution / active EE | $2,096 | $3,351-37.4% | $5,298-60.4% | $2,381-12.0% |
| Participant deferral / active EE | $5,855 | $3,175+84.4% | $5,081+15.2% | $3,470+68.8% |
| Admin fee / account holder | $7,354 | $5,596+31.4% | $13,411-45.2% | $4,888+50.4% |