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 | $10,715 | $26,114-59.0% | $58,482-81.7% | $74,419-85.6% |
| Participation rate | 70.9% | 32.1%+38.8pp | 50.9%+20.0pp | 70.7%+0.2pp |
| Annual return | 0.00% | 32.51%-32.5pp | 4239.32%-4239.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $8,062 | $536+1405.4% | $1,053+665.4% | $2,637+205.7% |
| Participant deferral / active EE | $0 | $1,075-100.0% | $1,924-100.0% | $4,528-100.0% |
| Admin fee / account holder | $546 | $649-15.8% | $2,516-78.3% | $348+57.1% |