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 | $32,600 | $96,635-66.3% | $86,612-62.4% | $139,434-76.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.75% | 106.41%-81.7pp | 591.07%-566.3pp | 372.94%-348.2pp |
| Employer contribution / active EE | $8,382 | $3,263+156.9% | $3,022+177.3% | $4,751+76.4% |
| Participant deferral / active EE | $11,647 | $4,836+140.8% | $4,438+162.5% | $6,710+73.6% |
| Admin fee / account holder | $2,826 | $6,408-55.9% | $5,614-49.7% | $11,403-75.2% |