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 6-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 | $19,480 | $29,319-33.6% | $52,425-62.8% | $82,448-76.4% |
| Participation rate | 97.2% | 46.9%+50.4pp | 55.6%+41.6pp | 68.1%+29.2pp |
| Annual return | 16.61% | 535.20%-518.6pp | 302.12%-285.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $901 | $586+53.7% | $914-1.4% | $2,551-64.7% |
| Participant deferral / active EE | $2,723 | $1,171+132.5% | $1,790+52.1% | $4,139-34.2% |
| Admin fee / account holder | $467 | $1,962-76.2% | $2,495-81.3% | $7,234-93.6% |