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 | $70,606-94.3% | $53,898-92.6% | $142,382-97.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.53% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,349 | $1,202+12.2% | $932+44.7% | $4,299-68.6% |
| Participant deferral / active EE | $1,691 | $2,364-28.5% | $1,826-7.4% | $6,507-74.0% |
| Admin fee / account holder | $510 | $2,852-82.1% | $2,491-79.5% | $12,624-96.0% |