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 | $37,623 | $82,032-54.1% | $123,104-69.4% | $59,632-36.9% |
| Participation rate | 96.8% | 83.2%+13.6pp | 86.8%+10.0pp | 68.7%+28.1pp |
| Annual return | -1.91% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $7,555 | $3,297+129.2% | $5,151+46.7% | $2,203+243.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $698 | $5,881-88.1% | $9,015-92.3% | $4,297-83.8% |