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 | $10,714 | $27,915-61.6% | $58,482-81.7% | $75,163-85.7% |
| Participation rate | 97.1% | 38.8%+58.3pp | 50.9%+46.3pp | 67.2%+30.0pp |
| Annual return | 18.93% | 44.20%-25.3pp | 4239.32%-4220.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,940 | $669+339.4% | $1,053+179.1% | $2,670+10.1% |
| Participant deferral / active EE | $1,262 | $1,201+5.1% | $1,924-34.4% | $4,125-69.4% |
| Admin fee / account holder | $1,215 | $1,726-29.6% | $2,516-51.7% | $5,651-78.5% |