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 8-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 | $11,892 | $27,915-57.4% | $58,482-79.7% | $75,163-84.2% |
| Participation rate | 97.0% | 38.8%+58.1pp | 50.9%+46.1pp | 67.2%+29.8pp |
| Annual return | 21.01% | 44.20%-23.2pp | 4239.32%-4218.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $3,189 | $669+376.6% | $1,053+202.7% | $2,670+19.4% |
| Participant deferral / active EE | $1,496 | $1,201+24.5% | $1,924-22.2% | $4,125-63.7% |
| Admin fee / account holder | $580 | $1,726-66.4% | $2,516-76.9% | $5,651-89.7% |