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 8-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 | $20,662 | $90,320-77.1% | $59,496-65.3% | $125,391-83.5% |
| Participation rate | 91.7% | 68.3%+23.4pp | 54.6%+37.1pp | 83.2%+8.5pp |
| Annual return | -2.27% | 369.13%-371.4pp | 182.05%-184.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $517 | $1,792-71.2% | $1,153-55.2% | $4,866-89.4% |
| Participant deferral / active EE | $2,515 | $2,716-7.4% | $1,829+37.5% | $5,352-53.0% |
| Admin fee / account holder | $1,245 | $3,063-59.4% | $2,232-44.2% | $9,540-87.0% |