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 | $23,590 | $99,921-76.4% | $85,009-72.2% | $145,959-83.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.09% | 83.89%-73.8pp | 66.47%-56.4pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,275 | $3,233-60.6% | $2,728-53.3% | $4,661-72.7% |
| Participant deferral / active EE | $4,055 | $5,293-23.4% | $4,522-10.3% | $6,689-39.4% |
| Admin fee / account holder | $37,344 | $7,252+415.0% | $6,153+507.0% | $13,398+178.7% |