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 | $7,023 | $74,888-90.6% | $71,209-90.1% | $142,382-95.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 247.15% | 345.14%-98.0pp | 282.51%-35.4pp | 217.08%+30.1pp |
| Employer contribution / active EE | $1,011 | $2,854-64.6% | $2,721-62.8% | $4,299-76.5% |
| Participant deferral / active EE | $1,320 | $4,454-70.4% | $4,175-68.4% | $6,507-79.7% |
| Admin fee / account holder | $493 | $5,568-91.2% | $5,349-90.8% | $12,624-96.1% |