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 | $19,640 | $117,841-83.3% | $102,423-80.8% | $145,922-86.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 31.65%-21.4pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,451 | $3,615-32.2% | $3,023-18.9% | $4,660-47.4% |
| Participant deferral / active EE | $4,732 | $5,731-17.4% | $5,053-6.3% | $6,688-29.2% |
| Admin fee / account holder | $7,469 | $13,326-43.9% | $9,451-21.0% | $13,397-44.2% |