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 | $17,258 | $76,738-77.5% | $56,411-69.4% | $145,922-88.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.73% | 2994.23%-2985.5pp | 1701.33%-1692.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,031 | $1,380-25.3% | $1,039-0.7% | $4,660-77.9% |
| Participant deferral / active EE | $712 | $2,623-72.9% | $1,952-63.5% | $6,688-89.4% |
| Admin fee / account holder | $4,791 | $3,334+43.7% | $2,829+69.4% | $13,397-64.2% |