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 7-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 | $19,733 | $108,172-81.8% | $77,482-74.5% | $158,922-87.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.99% | 31.67%-15.7pp | 54.79%-38.8pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,706 | $1,325+28.8% | $986+73.0% | $4,761-64.2% |
| Participant deferral / active EE | $5,244 | $2,456+113.5% | $1,861+181.8% | $5,982-12.3% |
| Admin fee / account holder | $1,540 | $3,708-58.5% | $2,858-46.1% | $11,246-86.3% |