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 | $21,962 | $108,642-79.8% | $74,701-70.6% | $152,861-85.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 4.56% | 114.06%-109.5pp | 752.92%-748.4pp | 345.32%-340.8pp |
| Employer contribution / active EE | $1,638 | $1,503+9.0% | $1,084+51.1% | $4,762-65.6% |
| Participant deferral / active EE | $2,595 | $2,712-4.3% | $1,964+32.2% | $5,850-55.6% |
| Admin fee / account holder | $2,402 | $4,902-51.0% | $3,333-27.9% | $11,596-79.3% |