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 3-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 | $17,065 | $53,516-68.1% | $126,539-86.5% | $84,808-79.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 21.79% | 58.34%-36.5pp | 425.95%-404.2pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,096 | $1,535-28.6% | $3,674-70.2% | $2,631-58.4% |
| Participant deferral / active EE | $3,392 | $2,671+27.0% | $4,083-16.9% | $4,212-19.5% |
| Admin fee / account holder | $509 | $4,497-88.7% | $6,065-91.6% | $7,344-93.1% |