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 | $31,742 | $68,097-53.4% | $62,929-49.6% | $137,256-76.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.90% | 1859.11%-1841.2pp | 1063.93%-1046.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,382 | $2,811+55.9% | $2,505+75.0% | $4,156+5.4% |
| Participant deferral / active EE | $15,047 | $4,553+230.5% | $3,888+287.0% | $6,407+134.9% |
| Admin fee / account holder | $22,735 | $6,521+248.6% | $5,065+348.9% | $12,270+85.3% |