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 | $22,136 | $64,839-65.9% | $95,585-76.8% | $84,808-73.9% |
| Participation rate | 78.1% | 63.8%+14.3pp | 72.1%+6.1pp | 68.3%+9.8pp |
| Annual return | 15.67% | -670.96%+686.6pp | 38.56%-22.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,215 | $1,759-30.9% | $2,527-51.9% | $2,631-53.8% |
| Participant deferral / active EE | $2,546 | $2,965-14.1% | $4,023-36.7% | $4,212-39.6% |
| Admin fee / account holder | $1,269 | $5,964-78.7% | $6,127-79.3% | $7,344-82.7% |