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 | $44,888 | $96,635-53.5% | $86,612-48.2% | $139,434-67.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.48% | 106.41%-88.9pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,621 | $3,263+11.0% | $3,022+19.8% | $4,751-23.8% |
| Participant deferral / active EE | $8,128 | $4,836+68.1% | $4,438+83.2% | $6,710+21.1% |
| Admin fee / account holder | $397 | $6,408-93.8% | $5,614-92.9% | $11,403-96.5% |