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 10-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 | $14,037 | $29,660-52.7% | $56,411-75.1% | $80,856-82.6% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 16.13% | 35.23%-19.1pp | 1701.33%-1685.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $242 | $669-63.8% | $1,039-76.7% | $2,755-91.2% |
| Participant deferral / active EE | $902 | $1,226-26.4% | $1,952-53.8% | $4,296-79.0% |
| Admin fee / account holder | $1,071 | $2,428-55.9% | $2,829-62.1% | $6,918-84.5% |