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 | $30,848 | $70,428-56.2% | $96,562-68.1% | $85,850-64.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.29% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $500 | $1,413-64.6% | $2,356-78.8% | $2,565-80.5% |
| Participant deferral / active EE | $1,460 | $2,894-49.5% | $3,849-62.1% | $3,952-63.1% |
| Admin fee / account holder | $680 | $4,997-86.4% | $6,181-89.0% | $6,260-89.1% |