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 | $24,809 | $27,915-11.1% | $58,482-57.6% | $75,163-67.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 24.19% | 44.20%-20.0pp | 4239.32%-4215.1pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,632 | $669+293.4% | $1,053+149.9% | $2,670-1.4% |
| Participant deferral / active EE | $4,295 | $1,201+257.5% | $1,924+123.2% | $4,125+4.1% |
| Admin fee / account holder | $746 | $1,726-56.8% | $2,516-70.3% | $5,651-86.8% |