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 | $13,058 | $29,660-56.0% | $56,411-76.9% | $80,856-83.9% |
| Participation rate | 70.5% | 41.6%+28.8pp | 52.5%+18.0pp | 67.6%+2.8pp |
| Annual return | 20.73% | 35.23%-14.5pp | 1701.33%-1680.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $978 | $669+46.1% | $1,039-5.8% | $2,755-64.5% |
| Participant deferral / active EE | $1,142 | $1,226-6.9% | $1,952-41.5% | $4,296-73.4% |
| Admin fee / account holder | $650 | $2,428-73.2% | $2,829-77.0% | $6,918-90.6% |