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 4-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 | $21,534 | $51,736-58.4% | $120,225-82.1% | $67,986-68.3% |
| Participation rate | 75.5% | 46.1%+29.4pp | 69.6%+5.9pp | 57.2%+18.3pp |
| Annual return | 18.60% | 31.98%-13.4pp | 439.23%-420.6pp | 31.67%-13.1pp |
| Employer contribution / active EE | $1,784 | $1,071+66.5% | $3,475-48.7% | $2,019-11.6% |
| Participant deferral / active EE | $3,923 | $2,206+77.8% | $3,999-1.9% | $3,358+16.8% |
| Admin fee / account holder | $2,262 | $4,159-45.6% | $5,696-60.3% | $3,203-29.4% |