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 | $7,885 | $27,915-71.8% | $58,482-86.5% | $75,163-89.5% |
| Participation rate | 77.1% | 38.8%+38.3pp | 50.9%+26.3pp | 67.2%+10.0pp |
| Annual return | 26.06% | 44.20%-18.1pp | 4239.32%-4213.3pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,181 | $669+76.6% | $1,053+12.2% | $2,670-55.7% |
| Participant deferral / active EE | $2,604 | $1,201+116.8% | $1,924+35.4% | $4,125-36.9% |
| Admin fee / account holder | $14,138 | $1,726+719.3% | $2,516+461.9% | $5,651+150.2% |