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 | $27,410 | $74,888-63.4% | $71,209-61.5% | $142,382-80.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.32% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,724 | $2,854+65.5% | $2,721+73.6% | $4,299+9.9% |
| Participant deferral / active EE | $5,026 | $4,454+12.8% | $4,175+20.4% | $6,507-22.8% |
| Admin fee / account holder | $2,084 | $5,568-62.6% | $5,349-61.0% | $12,624-83.5% |