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 | $52,353-67.4% | $120,225-85.8% | $82,448-79.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 21.79% | 61.85%-40.1pp | 439.23%-417.4pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,096 | $1,510-27.4% | $3,475-68.5% | $2,551-57.1% |
| Participant deferral / active EE | $3,392 | $2,627+29.1% | $3,999-15.2% | $4,139-18.0% |
| Admin fee / account holder | $509 | $4,363-88.3% | $5,696-91.1% | $7,234-93.0% |