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 | $7,498 | $27,915-73.1% | $58,482-87.2% | $75,163-90.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 18.13% | 44.20%-26.1pp | 4239.32%-4221.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,085 | $669+62.2% | $1,053+3.0% | $2,670-59.4% |
| Participant deferral / active EE | $2,009 | $1,201+67.3% | $1,924+4.4% | $4,125-51.3% |
| Admin fee / account holder | $579 | $1,726-66.4% | $2,516-77.0% | $5,651-89.7% |