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 | $28,215 | $104,974-73.1% | $95,585-70.5% | $142,382-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.44% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,913 | $2,779-31.2% | $2,527-24.3% | $4,299-55.5% |
| Participant deferral / active EE | $9,022 | $4,352+107.3% | $4,023+124.3% | $6,507+38.6% |
| Admin fee / account holder | $380 | $6,386-94.1% | $6,127-93.8% | $12,624-97.0% |