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 | $14,280 | $27,915-48.8% | $58,482-75.6% | $75,163-81.0% |
| Participation rate | 96.6% | 38.8%+57.7pp | 50.9%+45.7pp | 67.2%+29.4pp |
| Annual return | 20.56% | 44.20%-23.6pp | 4239.32%-4218.8pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,716 | $669+455.3% | $1,053+252.8% | $2,670+39.2% |
| Participant deferral / active EE | $2,774 | $1,201+130.9% | $1,924+44.2% | $4,125-32.8% |
| Admin fee / account holder | $681 | $1,726-60.5% | $2,516-72.9% | $5,651-88.0% |