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 4-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 | $33,412 | $117,841-71.6% | $102,423-67.4% | $145,922-77.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.36% | 31.65%-11.3pp | 29.32%-9.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,613 | $3,615-27.7% | $3,023-13.6% | $4,660-43.9% |
| Participant deferral / active EE | $10,992 | $5,731+91.8% | $5,053+117.5% | $6,688+64.4% |
| Admin fee / account holder | $2,708 | $13,326-79.7% | $9,451-71.3% | $13,397-79.8% |