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 | $22,980 | $111,814-79.4% | $93,654-75.5% | $145,959-84.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.87% | 203.30%-188.4pp | 133.34%-118.5pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,461 | $3,092-52.7% | $2,421-39.6% | $4,661-68.6% |
| Participant deferral / active EE | $3,495 | $4,914-28.9% | $4,413-20.8% | $6,689-47.7% |
| Admin fee / account holder | $623 | $10,246-93.9% | $8,282-92.5% | $13,398-95.3% |