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 | $11,102 | $29,660-62.6% | $56,411-80.3% | $80,856-86.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 16.95% | 35.23%-18.3pp | 1701.33%-1684.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,035 | $669+54.6% | $1,039-0.4% | $2,755-62.4% |
| Participant deferral / active EE | $1,063 | $1,226-13.3% | $1,952-45.5% | $4,296-75.2% |
| Admin fee / account holder | $698 | $2,428-71.3% | $2,829-75.3% | $6,918-89.9% |