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 | $74,280 | $85,202-12.8% | $172,739-57.0% | $72,985+1.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.58% | 27.32%-7.7pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $6,184 | $3,324+86.0% | $5,143+20.2% | $2,440+153.4% |
| Participant deferral / active EE | $5,201 | $3,260+59.5% | $5,198+0.1% | $3,607+44.2% |
| Admin fee / account holder | $2,115 | $5,884-64.1% | $13,954-84.8% | $5,124-58.7% |