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 | $14,593 | $29,660-50.8% | $56,411-74.1% | $80,856-82.0% |
| Participation rate | 78.6% | 41.6%+36.9pp | 52.5%+26.1pp | 67.6%+10.9pp |
| Annual return | 19.08% | 35.23%-16.1pp | 1701.33%-1682.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $549 | $669-18.0% | $1,039-47.1% | $2,755-80.1% |
| Participant deferral / active EE | $1,962 | $1,226+60.0% | $1,952+0.5% | $4,296-54.3% |
| Admin fee / account holder | $724 | $2,428-70.2% | $2,829-74.4% | $6,918-89.5% |