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 | $11,082 | $70,756-84.3% | $65,493-83.1% | $142,382-92.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.91% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $342 | $2,881-88.1% | $2,574-86.7% | $4,299-92.0% |
| Participant deferral / active EE | $2,308 | $4,637-50.2% | $3,961-41.7% | $6,507-64.5% |
| Admin fee / account holder | $1,220 | $6,559-81.4% | $5,028-75.7% | $12,624-90.3% |