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 4-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 | $22,701 | $96,635-76.5% | $86,612-73.8% | $139,434-83.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.56% | 106.41%-88.9pp | 591.07%-573.5pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,291 | $3,263-29.8% | $3,022-24.2% | $4,751-51.8% |
| Participant deferral / active EE | $3,215 | $4,836-33.5% | $4,438-27.5% | $6,710-52.1% |
| Admin fee / account holder | $2,856 | $6,408-55.4% | $5,614-49.1% | $11,403-75.0% |