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 | $46,438 | $102,317-54.6% | $146,958-68.4% | $80,856-42.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.42% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.2pp |
| Employer contribution / active EE | $10,456 | $3,713+181.6% | $4,933+112.0% | $2,755+279.6% |
| Participant deferral / active EE | $15,104 | $6,644+127.3% | $8,070+87.2% | $4,296+251.6% |
| Admin fee / account holder | $13,312 | $7,941+67.6% | $12,998+2.4% | $6,918+92.4% |