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 3-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 | $17,533 | $29,660-40.9% | $56,411-68.9% | $80,856-78.3% |
| Participation rate | 95.7% | 41.6%+54.1pp | 52.5%+43.3pp | 67.6%+28.1pp |
| Annual return | 11.44% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,532 | $669+278.2% | $1,039+143.7% | $2,755-8.1% |
| Participant deferral / active EE | $1,142 | $1,226-6.8% | $1,952-41.5% | $4,296-73.4% |
| Admin fee / account holder | $340 | $2,428-86.0% | $2,829-88.0% | $6,918-95.1% |