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 | $9,672 | $29,660-67.4% | $56,411-82.9% | $80,856-88.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 16.50% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,302 | $669+94.5% | $1,039+25.3% | $2,755-52.8% |
| Participant deferral / active EE | $2,277 | $1,226+85.7% | $1,952+16.7% | $4,296-47.0% |
| Admin fee / account holder | $1,056 | $2,428-56.5% | $2,829-62.7% | $6,918-84.7% |