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 7-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 | $23,812 | $176,377-86.5% | $134,143-82.2% | $158,922-85.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.71% | 63.63%-58.9pp | 36.33%-31.6pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,421 | $5,040-71.8% | $3,704-61.6% | $4,761-70.2% |
| Participant deferral / active EE | $2,887 | $4,091-29.4% | $3,499-17.5% | $5,982-51.7% |
| Admin fee / account holder | $23,139 | $8,718+165.4% | $6,684+246.2% | $11,246+105.8% |