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 | $22,129 | $61,774-64.2% | $97,226-77.2% | $80,856-72.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 14.38% | -557.90%+572.3pp | 75.13%-60.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $9,079 | $1,837+394.4% | $2,729+232.7% | $2,755+229.6% |
| Participant deferral / active EE | $2,970 | $3,029-1.9% | $4,264-30.3% | $4,296-30.9% |
| Admin fee / account holder | $1,129 | $5,166-78.2% | $5,654-80.0% | $6,918-83.7% |