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 | $3,376 | $29,660-88.6% | $56,411-94.0% | $80,856-95.8% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 14.50% | 35.23%-20.7pp | 1701.33%-1686.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,664 | $669+148.6% | $1,039+60.2% | $2,755-39.6% |
| Participant deferral / active EE | $1,879 | $1,226+53.3% | $1,952-3.7% | $4,296-56.2% |
| Admin fee / account holder | $597 | $2,428-75.4% | $2,829-78.9% | $6,918-91.4% |