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 6-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 | $7,678 | $27,915-72.5% | $58,482-86.9% | $75,163-89.8% |
| Participation rate | 97.5% | 38.8%+58.7pp | 50.9%+46.6pp | 67.2%+30.3pp |
| Annual return | 20.76% | 44.20%-23.4pp | 4239.32%-4218.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,785 | $669+166.8% | $1,053+69.5% | $2,670-33.1% |
| Participant deferral / active EE | $2,282 | $1,201+90.0% | $1,924+18.6% | $4,125-44.7% |
| Admin fee / account holder | $1,241 | $1,726-28.1% | $2,516-50.7% | $5,651-78.0% |