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 | $72,071-63.1% | $68,368-61.1% | $137,256-80.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.54% | 353.14%-328.6pp | 292.57%-268.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,506 | $2,788-46.0% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $10,552 | $4,410+139.3% | $4,123+156.0% | $6,407+64.7% |
| Admin fee / account holder | $415 | $5,336-92.2% | $5,150-91.9% | $12,270-96.6% |