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 | $29,224 | $102,317-71.4% | $146,958-80.1% | $80,856-63.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.21% | 134.76%-112.6pp | 418.34%-396.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $4,167 | $3,713+12.2% | $4,933-15.5% | $2,755+51.3% |
| Participant deferral / active EE | $8,840 | $6,644+33.1% | $8,070+9.5% | $4,296+105.8% |
| Admin fee / account holder | $1,060 | $7,941-86.6% | $12,998-91.8% | $6,918-84.7% |