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 | $23,945 | $61,774-61.2% | $97,226-75.4% | $80,856-70.4% |
| Participation rate | 82.1% | 63.5%+18.6pp | 72.7%+9.5pp | 67.6%+14.5pp |
| Annual return | 14.63% | -557.90%+572.5pp | 75.13%-60.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,422 | $1,837-22.6% | $2,729-47.9% | $2,755-48.4% |
| Participant deferral / active EE | $3,334 | $3,029+10.1% | $4,264-21.8% | $4,296-22.4% |
| Admin fee / account holder | $1,315 | $5,166-74.6% | $5,654-76.7% | $6,918-81.0% |