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 | $20,089 | $27,915-28.0% | $58,482-65.6% | $75,163-73.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 18.11% | 44.20%-26.1pp | 4239.32%-4221.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,721 | $669+306.7% | $1,053+158.4% | $2,670+1.9% |
| Participant deferral / active EE | $1,975 | $1,201+64.4% | $1,924+2.7% | $4,125-52.1% |
| Admin fee / account holder | $1,183 | $1,726-31.4% | $2,516-53.0% | $5,651-79.1% |