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 | $14,456 | $110,261-86.9% | $95,745-84.9% | $139,434-89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,815 | $3,257-13.6% | $2,835-0.7% | $4,751-40.8% |
| Participant deferral / active EE | $10,945 | $4,676+134.1% | $4,245+157.9% | $6,710+63.1% |
| Admin fee / account holder | $424 | $6,613-93.6% | $5,678-92.5% | $11,403-96.3% |