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 | $8,084 | $101,618-92.0% | $93,063-91.3% | $137,256-94.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 26.73% | 223.95%-197.2pp | 34.15%-7.4pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,071 | $2,707-60.4% | $2,476-56.7% | $4,156-74.2% |
| Participant deferral / active EE | $3,538 | $4,279-17.3% | $3,958-10.6% | $6,407-44.8% |
| Admin fee / account holder | $442 | $6,198-92.9% | $6,033-92.7% | $12,270-96.4% |