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 | $7,182 | $88,751-91.9% | $81,812-91.2% | $145,922-95.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.39% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,598 | $3,083-15.8% | $2,912-10.8% | $4,660-44.3% |
| Participant deferral / active EE | $2,306 | $4,643-50.3% | $4,319-46.6% | $6,688-65.5% |
| Admin fee / account holder | $1,096 | $8,415-87.0% | $7,386-85.2% | $13,397-91.8% |