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 | $12,321 | $58,208-78.8% | $81,812-84.9% | $80,856-84.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.24% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $617 | $2,340-73.6% | $2,912-78.8% | $2,755-77.6% |
| Participant deferral / active EE | $3,816 | $3,281+16.3% | $4,319-11.6% | $4,296-11.2% |
| Admin fee / account holder | $561 | $4,981-88.7% | $7,386-92.4% | $6,918-91.9% |