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 5-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 | $13,371 | $29,660-54.9% | $56,411-76.3% | $80,856-83.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 12.57% | 35.23%-22.7pp | 1701.33%-1688.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $956 | $669+42.8% | $1,039-8.0% | $2,755-65.3% |
| Participant deferral / active EE | $2,220 | $1,226+81.0% | $1,952+13.7% | $4,296-48.3% |
| Admin fee / account holder | $1,186 | $2,428-51.2% | $2,829-58.1% | $6,918-82.9% |