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 | $9,996 | $48,795-79.5% | $65,493-84.7% | $84,808-88.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 25.90% | 20.20%+5.7pp | 982.45%-956.5pp | 40.90%-15.0pp |
| Employer contribution / active EE | $2,553 | $1,930+32.3% | $2,574-0.8% | $2,631-3.0% |
| Participant deferral / active EE | $3,427 | $2,928+17.0% | $3,961-13.5% | $4,212-18.6% |
| Admin fee / account holder | $333 | $3,877-91.4% | $5,028-93.4% | $7,344-95.5% |