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 | $4,009 | $67,823-94.1% | $52,425-92.4% | $137,256-97.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.53% | 219.11%-198.6pp | 302.12%-281.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,349 | $1,163+16.0% | $914+47.5% | $4,156-67.6% |
| Participant deferral / active EE | $1,691 | $2,288-26.1% | $1,790-5.6% | $6,407-73.6% |
| Admin fee / account holder | $510 | $2,844-82.1% | $2,495-79.6% | $12,270-95.8% |