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 | $6,817 | $39,019-82.5% | $80,716-91.6% | $85,850-92.1% |
| Participation rate | 92.3% | 41.5%+50.8pp | 54.2%+38.1pp | 69.3%+23.0pp |
| Annual return | 23.84% | 26.27%-2.4pp | 87.28%-63.4pp | 318.53%-294.7pp |
| Employer contribution / active EE | $1,647 | $722+128.1% | $1,160+42.0% | $2,565-35.8% |
| Participant deferral / active EE | $1,829 | $1,326+38.0% | $2,146-14.8% | $3,952-53.7% |
| Admin fee / account holder | $330 | $2,431-86.4% | $3,380-90.2% | $6,260-94.7% |