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 7-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 | $13,817 | $39,019-64.6% | $80,716-82.9% | $85,850-83.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 37.68% | 26.27%+11.4pp | 87.28%-49.6pp | 318.53%-280.9pp |
| Employer contribution / active EE | $3,333 | $722+361.7% | $1,160+187.3% | $2,565+29.9% |
| Participant deferral / active EE | $6,691 | $1,326+404.7% | $2,146+211.8% | $3,952+69.3% |
| Admin fee / account holder | $1,371 | $2,431-43.6% | $3,380-59.4% | $6,260-78.1% |