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 7-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 | $10,911 | $27,915-60.9% | $58,482-81.3% | $75,163-85.5% |
| Participation rate | 96.2% | 38.8%+57.3pp | 50.9%+45.3pp | 67.2%+29.0pp |
| Annual return | 15.84% | 44.20%-28.4pp | 4239.32%-4223.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,536 | $669+428.5% | $1,053+235.7% | $2,670+32.5% |
| Participant deferral / active EE | $1,551 | $1,201+29.1% | $1,924-19.4% | $4,125-62.4% |
| Admin fee / account holder | $1,102 | $1,726-36.1% | $2,516-56.2% | $5,651-80.5% |