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 | $124,425-80.7% | $112,040-78.6% | $137,256-82.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.13% | 24.72%-2.6pp | 24.52%-2.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,034 | $3,411-40.4% | $2,954-31.1% | $4,156-51.1% |
| Participant deferral / active EE | $6,511 | $5,718+13.9% | $5,098+27.7% | $6,407+1.6% |
| Admin fee / account holder | $781 | $15,207-94.9% | $12,098-93.5% | $12,270-93.6% |