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 8-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 | $27,991 | $110,502-74.7% | $80,716-65.3% | $167,490-83.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.59% | 120.54%-102.9pp | 87.28%-69.7pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,061 | $1,543+33.6% | $1,160+77.7% | $4,837-57.4% |
| Participant deferral / active EE | $4,493 | $2,871+56.5% | $2,146+109.4% | $6,341-29.1% |
| Admin fee / account holder | $851 | $4,545-81.3% | $3,380-74.8% | $12,309-93.1% |