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 9-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 | $12,623 | $27,915-54.8% | $58,482-78.4% | $75,163-83.2% |
| Participation rate | 82.3% | 38.8%+43.4pp | 50.9%+31.4pp | 67.2%+15.1pp |
| Annual return | 19.23% | 44.20%-25.0pp | 4239.32%-4220.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,329 | $669+98.6% | $1,053+26.2% | $2,670-50.2% |
| Participant deferral / active EE | $1,342 | $1,201+11.7% | $1,924-30.2% | $4,125-67.5% |
| Admin fee / account holder | $673 | $1,726-61.0% | $2,516-73.2% | $5,651-88.1% |