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 | $31,460 | $102,317-69.3% | $146,958-78.6% | $80,856-61.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.96% | 134.76%-113.8pp | 418.34%-397.4pp | 35.59%-14.6pp |
| Employer contribution / active EE | $5,514 | $3,713+48.5% | $4,933+11.8% | $2,755+100.2% |
| Participant deferral / active EE | $14,340 | $6,644+115.8% | $8,070+77.7% | $4,296+233.8% |
| Admin fee / account holder | $632 | $7,941-92.0% | $12,998-95.1% | $6,918-90.9% |