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 7-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 | $16,409 | $85,202-80.7% | $172,739-90.5% | $72,985-77.5% |
| Participation rate | 89.6% | 70.1%+19.5pp | 82.6%+6.9pp | 69.5%+20.1pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,849 | $3,324-44.4% | $5,143-64.1% | $2,440-24.2% |
| Participant deferral / active EE | $4,429 | $3,260+35.8% | $5,198-14.8% | $3,607+22.8% |
| Admin fee / account holder | $2,004 | $5,884-65.9% | $13,954-85.6% | $5,124-60.9% |