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 9-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 | $15,773 | $29,660-46.8% | $56,411-72.0% | $80,856-80.5% |
| Participation rate | 94.5% | 41.6%+52.9pp | 52.5%+42.1pp | 67.6%+26.9pp |
| Annual return | 15.73% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,111 | $669+66.0% | $1,039+7.0% | $2,755-59.7% |
| Participant deferral / active EE | $2,251 | $1,226+83.6% | $1,952+15.4% | $4,296-47.6% |
| Admin fee / account holder | $2,098 | $2,428-13.6% | $2,829-25.8% | $6,918-69.7% |