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 | $13,432 | $74,888-82.1% | $71,209-81.1% | $142,382-90.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 34.73% | 345.14%-310.4pp | 282.51%-247.8pp | 217.08%-182.3pp |
| Employer contribution / active EE | $1,841 | $2,854-35.5% | $2,721-32.4% | $4,299-57.2% |
| Participant deferral / active EE | $6,100 | $4,454+36.9% | $4,175+46.1% | $6,507-6.3% |
| Admin fee / account holder | $306 | $5,568-94.5% | $5,349-94.3% | $12,624-97.6% |