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 4-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 | $43,965 | $70,606-37.7% | $53,898-18.4% | $142,382-69.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.40% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $454 | $1,202-62.2% | $932-51.2% | $4,299-89.4% |
| Participant deferral / active EE | $3,202 | $2,364+35.5% | $1,826+75.3% | $6,507-50.8% |
| Admin fee / account holder | $2,175 | $2,852-23.7% | $2,491-12.7% | $12,624-82.8% |