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 5-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 | $8,454 | $29,660-71.5% | $56,411-85.0% | $80,856-89.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 14.73% | 35.23%-20.5pp | 1701.33%-1686.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,491 | $669+122.7% | $1,039+43.5% | $2,755-45.9% |
| Participant deferral / active EE | $3,173 | $1,226+158.8% | $1,952+62.6% | $4,296-26.1% |
| Admin fee / account holder | $1,003 | $2,428-58.7% | $2,829-64.5% | $6,918-85.5% |