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 | $67,823-69.2% | $52,425-60.1% | $137,256-84.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.96% | 219.11%-208.1pp | 302.12%-291.2pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,050 | $1,163-9.7% | $914+14.9% | $4,156-74.7% |
| Participant deferral / active EE | $7,915 | $2,288+245.9% | $1,790+342.1% | $6,407+23.5% |
| Admin fee / account holder | $397 | $2,844-86.1% | $2,495-84.1% | $12,270-96.8% |