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 | $27,081 | $29,660-8.7% | $56,411-52.0% | $80,856-66.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 10.95% | 35.23%-24.3pp | 1701.33%-1690.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,801 | $669+318.5% | $1,039+169.7% | $2,755+1.7% |
| Participant deferral / active EE | $2,562 | $1,226+108.9% | $1,952+31.2% | $4,296-40.4% |
| Admin fee / account holder | $1,385 | $2,428-42.9% | $2,829-51.0% | $6,918-80.0% |