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 4-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 | $25,399 | $48,230-47.3% | $67,502-62.4% | $80,856-68.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.57% | 18.28%-0.7pp | 3512.12%-3494.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,127 | $2,020+54.8% | $2,731+14.5% | $2,755+13.5% |
| Participant deferral / active EE | $3,672 | $2,924+25.6% | $4,000-8.2% | $4,296-14.5% |
| Admin fee / account holder | $3,466 | $3,681-5.8% | $3,998-13.3% | $6,918-49.9% |