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 | $11,440 | $27,915-59.0% | $58,482-80.4% | $75,163-84.8% |
| Participation rate | 71.4% | 38.8%+32.6pp | 50.9%+20.6pp | 67.2%+4.2pp |
| Annual return | 22.69% | 44.20%-21.5pp | 4239.32%-4216.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $729 | $669+9.0% | $1,053-30.8% | $2,670-72.7% |
| Participant deferral / active EE | $2,157 | $1,201+79.6% | $1,924+12.1% | $4,125-47.7% |
| Admin fee / account holder | $354 | $1,726-79.5% | $2,516-85.9% | $5,651-93.7% |