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 | $26,621 | $74,888-64.5% | $71,209-62.6% | $142,382-81.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.54% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,506 | $2,854-47.2% | $2,721-44.7% | $4,299-65.0% |
| Participant deferral / active EE | $10,552 | $4,454+136.9% | $4,175+152.7% | $6,507+62.2% |
| Admin fee / account holder | $415 | $5,568-92.5% | $5,349-92.2% | $12,624-96.7% |