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 | $12,550 | $80,717-84.5% | $154,803-91.9% | $84,808-85.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.64% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,690 | $2,761-38.8% | $4,305-60.8% | $2,631-35.8% |
| Participant deferral / active EE | $3,350 | $3,303+1.4% | $5,540-39.5% | $4,212-20.5% |
| Admin fee / account holder | $471 | $6,746-93.0% | $14,329-96.7% | $7,344-93.6% |