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 | $38,071 | $123,909-69.3% | $69,647-45.3% | $145,922-73.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.90% | 190.55%-175.7pp | 100.48%-85.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,449 | $2,682-46.0% | $1,712-15.4% | $4,660-68.9% |
| Participant deferral / active EE | $17,266 | $4,236+307.6% | $2,886+498.3% | $6,688+158.2% |
| Admin fee / account holder | $3,615 | $7,863-54.0% | $4,713-23.3% | $13,397-73.0% |