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 | $25,715 | $29,660-13.3% | $56,411-54.4% | $80,856-68.2% |
| Participation rate | 96.2% | 41.6%+54.6pp | 52.5%+43.8pp | 67.6%+28.6pp |
| Annual return | 11.32% | 35.23%-23.9pp | 1701.33%-1690.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,393 | $669+406.9% | $1,039+226.7% | $2,755+23.2% |
| Participant deferral / active EE | $2,376 | $1,226+93.8% | $1,952+21.8% | $4,296-44.7% |
| Admin fee / account holder | $900 | $2,428-62.9% | $2,829-68.2% | $6,918-87.0% |