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 | $28,217 | $123,909-77.2% | $69,647-59.5% | $145,922-80.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 190.55%-175.7pp | 100.48%-85.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,909 | $4,236+39.5% | $2,886+104.7% | $6,688-11.6% |
| Admin fee / account holder | $2,057 | $7,863-73.8% | $4,713-56.4% | $13,397-84.6% |