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 | $31,522 | $106,515-70.4% | $96,683-67.4% | $139,434-77.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $11,334 | $4,103+176.2% | $3,737+203.3% | $4,751+138.6% |
| Participant deferral / active EE | $2,380 | $5,454-56.4% | $4,878-51.2% | $6,710-64.5% |
| Admin fee / account holder | $811 | $7,877-89.7% | $6,730-88.0% | $11,403-92.9% |