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 | $15,050 | $97,125-84.5% | $86,233-82.5% | $137,256-89.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.58% | 74.19%-49.6pp | 61.39%-36.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,213 | $2,841-22.1% | $2,504-11.6% | $4,156-46.7% |
| Participant deferral / active EE | $4,319 | $5,180-16.6% | $4,559-5.3% | $6,407-32.6% |
| Admin fee / account holder | $785 | $9,725-91.9% | $8,342-90.6% | $12,270-93.6% |