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 | $11,015 | $34,308-67.9% | $74,701-85.3% | $72,985-84.9% |
| Participation rate | 84.0% | 42.4%+41.6pp | 54.5%+29.5pp | 69.5%+14.5pp |
| Annual return | 45.84% | 26.58%+19.3pp | 752.92%-707.1pp | 81.00%-35.2pp |
| Employer contribution / active EE | $603 | $692-12.7% | $1,084-44.3% | $2,440-75.3% |
| Participant deferral / active EE | $2,934 | $1,271+130.8% | $1,964+49.4% | $3,607-18.7% |
| Admin fee / account holder | $790 | $2,124-62.8% | $3,333-76.3% | $5,124-84.6% |