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 6-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 | $31,697 | $70,606-55.1% | $53,898-41.2% | $142,382-77.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.63% | 619.81%-606.2pp | 528.60%-515.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,230 | $1,202+2.3% | $932+32.0% | $4,299-71.4% |
| Participant deferral / active EE | $3,858 | $2,364+63.2% | $1,826+111.3% | $6,507-40.7% |
| Admin fee / account holder | $12,065 | $2,852+323.1% | $2,491+384.4% | $12,624-4.4% |