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 | $21,565 | $99,877-78.4% | $84,966-74.6% | $145,922-85.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.43% | 83.76%-69.3pp | 66.38%-52.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,826 | $3,231-43.5% | $2,727-33.0% | $4,660-60.8% |
| Participant deferral / active EE | $3,207 | $5,291-39.4% | $4,519-29.0% | $6,688-52.0% |
| Admin fee / account holder | $1,168 | $7,248-83.9% | $6,149-81.0% | $13,397-91.3% |