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 | $43,831 | $95,561-54.1% | $77,163-43.2% | $139,434-68.6% |
| Participation rate | 88.9% | 73.9%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 12.31% | 54.92%-42.6pp | 37.87%-25.6pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,320 | $3,147-26.3% | $2,535-8.5% | $4,751-51.2% |
| Participant deferral / active EE | $3,537 | $4,624-23.5% | $3,833-7.7% | $6,710-47.3% |
| Admin fee / account holder | $50,531 | $8,295+509.2% | $5,472+823.4% | $11,403+343.2% |