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 | $13,364 | $67,823-80.3% | $52,425-74.5% | $137,256-90.3% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 21.00% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $383 | $1,163-67.1% | $914-58.2% | $4,156-90.8% |
| Participant deferral / active EE | $2,107 | $2,288-7.9% | $1,790+17.7% | $6,407-67.1% |
| Admin fee / account holder | $1,463 | $2,844-48.5% | $2,495-41.3% | $12,270-88.1% |