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 | $20,500 | $96,635-78.8% | $86,612-76.3% | $139,434-85.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.35% | 106.41%-95.1pp | 591.07%-579.7pp | 372.94%-361.6pp |
| Employer contribution / active EE | $3,047 | $3,263-6.6% | $3,022+0.8% | $4,751-35.9% |
| Participant deferral / active EE | $3,171 | $4,836-34.4% | $4,438-28.5% | $6,710-52.7% |
| Admin fee / account holder | $15,042 | $6,408+134.8% | $5,614+167.9% | $11,403+31.9% |