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 5-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 | $35,516 | $52,279-32.1% | $89,391-60.3% | $79,858-55.5% |
| Participation rate | 78.2% | 57.5%+20.6pp | 68.0%+10.2pp | 69.6%+8.5pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $272 | $1,572-82.7% | $2,586-89.5% | $2,471-89.0% |
| Participant deferral / active EE | $3,663 | $2,740+33.7% | $3,890-5.8% | $3,740-2.1% |
| Admin fee / account holder | $2,412 | $3,356-28.1% | $4,881-50.6% | $5,306-54.6% |