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 7-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 | $21,536 | $76,000-71.7% | $154,107-86.0% | $64,186-66.4% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | 0.02% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $710 | $3,351-78.8% | $5,298-86.6% | $2,381-70.2% |
| Participant deferral / active EE | $1,892 | $3,175-40.4% | $5,081-62.8% | $3,470-45.5% |
| Admin fee / account holder | $405 | $5,596-92.8% | $13,411-97.0% | $4,888-91.7% |