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 | $4,179 | $51,638-91.9% | $68,368-93.9% | $82,448-94.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.73% | 37.53%-16.8pp | 292.57%-271.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,142 | $2,047-44.2% | $2,649-56.9% | $2,551-55.2% |
| Participant deferral / active EE | $1,351 | $2,914-53.6% | $4,123-67.2% | $4,139-67.4% |
| Admin fee / account holder | $386 | $4,643-91.7% | $5,150-92.5% | $7,234-94.7% |