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 | $8,772 | $29,660-70.4% | $56,411-84.5% | $80,856-89.2% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 13.32% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,167 | $669+74.3% | $1,039+12.3% | $2,755-57.7% |
| Participant deferral / active EE | $2,558 | $1,226+108.7% | $1,952+31.1% | $4,296-40.4% |
| Admin fee / account holder | $689 | $2,428-71.6% | $2,829-75.6% | $6,918-90.0% |