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 | $20,185 | $29,660-31.9% | $56,411-64.2% | $80,856-75.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 25.20% | 35.23%-10.0pp | 1701.33%-1676.1pp | 35.59%-10.4pp |
| Employer contribution / active EE | $3,265 | $669+387.8% | $1,039+214.4% | $2,755+18.5% |
| Participant deferral / active EE | $2,790 | $1,226+127.6% | $1,952+42.9% | $4,296-35.1% |
| Admin fee / account holder | $865 | $2,428-64.4% | $2,829-69.4% | $6,918-87.5% |