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 | $11,906 | $74,888-84.1% | $71,209-83.3% | $142,382-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.60% | 345.14%-318.5pp | 282.51%-255.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,919 | $2,854-32.8% | $2,721-29.5% | $4,299-55.4% |
| Participant deferral / active EE | $3,041 | $4,454-31.7% | $4,175-27.2% | $6,507-53.3% |
| Admin fee / account holder | $1,024 | $5,568-81.6% | $5,349-80.9% | $12,624-91.9% |