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 | $20,663 | $29,660-30.3% | $56,411-63.4% | $80,856-74.4% |
| Participation rate | 98.3% | 41.6%+56.7pp | 52.5%+45.8pp | 67.6%+30.7pp |
| Annual return | 11.23% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,021 | $669+500.8% | $1,039+287.2% | $2,755+46.0% |
| Participant deferral / active EE | $1,992 | $1,226+62.5% | $1,952+2.1% | $4,296-53.6% |
| Admin fee / account holder | $1,599 | $2,428-34.1% | $2,829-43.5% | $6,918-76.9% |