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 | $11,226 | $39,019-71.2% | $80,716-86.1% | $85,850-86.9% |
| Participation rate | 98.5% | 41.5%+57.0pp | 54.2%+44.3pp | 69.3%+29.2pp |
| Annual return | 14.96% | 26.27%-11.3pp | 87.28%-72.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,829 | $722+291.8% | $1,160+143.8% | $2,565+10.3% |
| Participant deferral / active EE | $1,697 | $1,326+28.0% | $2,146-20.9% | $3,952-57.0% |
| Admin fee / account holder | $704 | $2,431-71.0% | $3,380-79.2% | $6,260-88.8% |