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 | $42,417 | $96,635-56.1% | $86,612-51.0% | $139,434-69.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.61% | 106.41%-91.8pp | 591.07%-576.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,350 | $3,263-28.0% | $3,022-22.2% | $4,751-50.5% |
| Participant deferral / active EE | $2,665 | $4,836-44.9% | $4,438-39.9% | $6,710-60.3% |
| Admin fee / account holder | $3,555 | $6,408-44.5% | $5,614-36.7% | $11,403-68.8% |