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 | $13,358 | $29,660-55.0% | $56,411-76.3% | $80,856-83.5% |
| Participation rate | 91.5% | 41.6%+49.8pp | 52.5%+39.0pp | 67.6%+23.9pp |
| Annual return | 17.60% | 35.23%-17.6pp | 1701.33%-1683.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,799 | $669+318.2% | $1,039+169.5% | $2,755+1.6% |
| Participant deferral / active EE | $964 | $1,226-21.4% | $1,952-50.6% | $4,296-77.6% |
| Admin fee / account holder | $1,287 | $2,428-47.0% | $2,829-54.5% | $6,918-81.4% |