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 | $3,815 | $74,888-94.9% | $71,209-94.6% | $142,382-97.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.17% | 345.14%-316.0pp | 282.51%-253.3pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,225 | $2,854-57.1% | $2,721-55.0% | $4,299-71.5% |
| Participant deferral / active EE | $1,420 | $4,454-68.1% | $4,175-66.0% | $6,507-78.2% |
| Admin fee / account holder | $344 | $5,568-93.8% | $5,349-93.6% | $12,624-97.3% |