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 | $28,545 | $99,877-71.4% | $84,966-66.4% | $145,922-80.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 41.38% | 83.76%-42.4pp | 66.38%-25.0pp | 561.29%-519.9pp |
| Employer contribution / active EE | $2,578 | $3,231-20.2% | $2,727-5.5% | $4,660-44.7% |
| Participant deferral / active EE | $6,446 | $5,291+21.8% | $4,519+42.6% | $6,688-3.6% |
| Admin fee / account holder | $610 | $7,248-91.6% | $6,149-90.1% | $13,397-95.4% |