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 | $19,958 | $53,777-62.9% | $134,143-85.1% | $79,858-75.0% |
| Participation rate | 71.4% | 58.8%+12.7pp | 72.2%-0.7pp | 69.6%+1.8pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,694 | $1,321+28.2% | $3,704-54.3% | $2,471-31.4% |
| Participant deferral / active EE | $2,548 | $2,420+5.3% | $3,499-27.2% | $3,740-31.9% |
| Admin fee / account holder | $541 | $3,984-86.4% | $6,684-91.9% | $5,306-89.8% |