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 | $27,091 | $72,071-62.4% | $68,368-60.4% | $137,256-80.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 63.05% | 353.14%-290.1pp | 292.57%-229.5pp | 220.34%-157.3pp |
| Employer contribution / active EE | $2,833 | $2,788+1.6% | $2,649+6.9% | $4,156-31.8% |
| Participant deferral / active EE | $15,640 | $4,410+254.6% | $4,123+279.4% | $6,407+144.1% |
| Admin fee / account holder | $2,000 | $5,336-62.5% | $5,150-61.2% | $12,270-83.7% |