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 | $14,244 | $29,660-52.0% | $56,411-74.7% | $80,856-82.4% |
| Participation rate | 75.7% | 41.6%+34.0pp | 52.5%+23.2pp | 67.6%+8.0pp |
| Annual return | 12.77% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $661 | $669-1.2% | $1,039-36.3% | $2,755-76.0% |
| Participant deferral / active EE | $1,337 | $1,226+9.0% | $1,952-31.5% | $4,296-68.9% |
| Admin fee / account holder | $1,194 | $2,428-50.8% | $2,829-57.8% | $6,918-82.7% |