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 | $14,643 | $27,915-47.5% | $58,482-75.0% | $75,163-80.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.93% | 44.20%-24.3pp | 4239.32%-4219.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,310 | $669+95.9% | $1,053+24.4% | $2,670-50.9% |
| Participant deferral / active EE | $1,825 | $1,201+52.0% | $1,924-5.1% | $4,125-55.7% |
| Admin fee / account holder | $843 | $1,726-51.1% | $2,516-66.5% | $5,651-85.1% |