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 | $9,420 | $39,019-75.9% | $80,716-88.3% | $85,850-89.0% |
| Participation rate | 85.7% | 41.5%+44.2pp | 54.2%+31.5pp | 69.3%+16.4pp |
| Annual return | 11.58% | 26.27%-14.7pp | 87.28%-75.7pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,283 | $722+216.2% | $1,160+96.8% | $2,565-11.0% |
| Participant deferral / active EE | $1,073 | $1,326-19.1% | $2,146-50.0% | $3,952-72.9% |
| Admin fee / account holder | $950 | $2,431-60.9% | $3,380-71.9% | $6,260-84.8% |