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 | $14,820 | $48,795-69.6% | $65,493-77.4% | $84,808-82.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 19.94% | 20.20%-0.3pp | 982.45%-962.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,577 | $1,930-18.3% | $2,574-38.7% | $2,631-40.1% |
| Participant deferral / active EE | $3,115 | $2,928+6.4% | $3,961-21.3% | $4,212-26.0% |
| Admin fee / account holder | $452 | $3,877-88.4% | $5,028-91.0% | $7,344-93.9% |