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 | $20,921 | $70,606-70.4% | $53,898-61.2% | $142,382-85.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.96% | 619.81%-608.8pp | 528.60%-517.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,050 | $1,202-12.6% | $932+12.7% | $4,299-75.6% |
| Participant deferral / active EE | $7,915 | $2,364+234.8% | $1,826+333.4% | $6,507+21.6% |
| Admin fee / account holder | $397 | $2,852-86.1% | $2,491-84.1% | $12,624-96.9% |