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 | $31,339 | $114,381-72.6% | $107,525-70.9% | $142,382-78.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.39% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,115 | $4,015-47.3% | $3,754-43.7% | $4,299-50.8% |
| Participant deferral / active EE | $4,615 | $5,564-17.1% | $5,116-9.8% | $6,507-29.1% |
| Admin fee / account holder | $399 | $9,860-96.0% | $8,919-95.5% | $12,624-96.8% |