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 | $10,027 | $29,660-66.2% | $56,411-82.2% | $80,856-87.6% |
| Participation rate | 90.7% | 41.6%+49.1pp | 52.5%+38.2pp | 67.6%+23.1pp |
| Annual return | 14.05% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,701 | $669+452.9% | $1,039+256.3% | $2,755+34.3% |
| Participant deferral / active EE | $1,936 | $1,226+57.9% | $1,952-0.8% | $4,296-54.9% |
| Admin fee / account holder | $378 | $2,428-84.4% | $2,829-86.6% | $6,918-94.5% |