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 | $10,116 | $27,915-63.8% | $58,482-82.7% | $75,163-86.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.59% | 44.20%-27.6pp | 4239.32%-4222.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $718 | $669+7.4% | $1,053-31.8% | $2,670-73.1% |
| Participant deferral / active EE | $1,701 | $1,201+41.6% | $1,924-11.6% | $4,125-58.8% |
| Admin fee / account holder | $1,212 | $1,726-29.8% | $2,516-51.8% | $5,651-78.6% |