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 | $9,053 | $27,915-67.6% | $58,482-84.5% | $75,163-88.0% |
| Participation rate | 97.8% | 38.8%+58.9pp | 50.9%+46.9pp | 67.2%+30.6pp |
| Annual return | 24.65% | 44.20%-19.6pp | 4239.32%-4214.7pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,260 | $669+88.4% | $1,053+19.6% | $2,670-52.8% |
| Participant deferral / active EE | $2,049 | $1,201+70.5% | $1,924+6.5% | $4,125-50.3% |
| Admin fee / account holder | $307 | $1,726-82.2% | $2,516-87.8% | $5,651-94.6% |