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 | $32,845 | $90,348-63.6% | $75,972-56.8% | $145,922-77.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.54% | 620.88%-609.3pp | 359.55%-348.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,019 | $3,311-39.0% | $2,685-24.8% | $4,660-56.7% |
| Participant deferral / active EE | $3,491 | $5,162-32.4% | $4,255-18.0% | $6,688-47.8% |
| Admin fee / account holder | $742 | $8,467-91.2% | $6,467-88.5% | $13,397-94.5% |