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 | $36,345 | $69,207-47.5% | $64,056-43.3% | $139,434-73.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.72% | 45.88%-28.2pp | 33.69%-16.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,688 | $3,182-47.0% | $2,747-38.5% | $4,751-64.5% |
| Participant deferral / active EE | $16,244 | $4,682+247.0% | $3,880+318.6% | $6,710+142.1% |
| Admin fee / account holder | $317 | $4,244-92.5% | $3,068-89.7% | $11,403-97.2% |