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 | $47,479-78.9% | $62,929-84.1% | $82,448-87.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 25.90% | 20.34%+5.6pp | 1063.93%-1038.0pp | 41.64%-15.7pp |
| Employer contribution / active EE | $2,553 | $1,885+35.4% | $2,505+1.9% | $2,551+0.1% |
| Participant deferral / active EE | $3,427 | $2,870+19.4% | $3,888-11.9% | $4,139-17.2% |
| Admin fee / account holder | $333 | $3,804-91.2% | $5,065-93.4% | $7,234-95.4% |