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 4-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 | $11,459 | $48,230-76.2% | $67,502-83.0% | $80,856-85.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.10% | 18.28%-5.2pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,088 | $2,020-46.1% | $2,731-60.1% | $2,755-60.5% |
| Participant deferral / active EE | $2,844 | $2,924-2.7% | $4,000-28.9% | $4,296-33.8% |
| Admin fee / account holder | $880 | $3,681-76.1% | $3,998-78.0% | $6,918-87.3% |