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 | $22,312 | $88,751-74.9% | $81,812-72.7% | $145,922-84.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $884 | $3,083-71.3% | $2,912-69.6% | $4,660-81.0% |
| Participant deferral / active EE | $1,673 | $4,643-64.0% | $4,319-61.3% | $6,688-75.0% |
| Admin fee / account holder | $16,209 | $8,415+92.6% | $7,386+119.5% | $13,397+21.0% |