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 | $23,999 | $127,065-81.1% | $113,168-78.8% | $142,382-83.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.13% | 24.03%-1.9pp | 24.27%-2.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,034 | $3,442-40.9% | $2,975-31.6% | $4,299-52.7% |
| Participant deferral / active EE | $6,511 | $5,716+13.9% | $5,107+27.5% | $6,507+0.1% |
| Admin fee / account holder | $781 | $15,736-95.0% | $12,068-93.5% | $12,624-93.8% |