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 3-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 | $11,728 | $29,660-60.5% | $56,411-79.2% | $80,856-85.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 17.98% | 35.23%-17.3pp | 1701.33%-1683.4pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,928 | $669+337.4% | $1,039+181.9% | $2,755+6.3% |
| Participant deferral / active EE | $2,006 | $1,226+63.6% | $1,952+2.8% | $4,296-53.3% |
| Admin fee / account holder | $388 | $2,428-84.0% | $2,829-86.3% | $6,918-94.4% |