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 | $16,640 | $45,152-63.1% | $73,843-77.5% | $59,632-72.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 4.10% | 27.40%-23.3pp | 2267.84%-2263.7pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $1,113 | $1,902-41.5% | $2,787-60.1% | $2,203-49.5% |
| Participant deferral / active EE | $3,098 | $2,574+20.4% | $3,583-13.5% | $3,192-2.9% |
| Admin fee / account holder | $1,133 | $3,516-67.8% | $4,880-76.8% | $4,297-73.6% |