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 | $21,364 | $58,208-63.3% | $81,812-73.9% | $80,856-73.6% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 10.95% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,606 | $2,340-31.4% | $2,912-44.8% | $2,755-41.7% |
| Participant deferral / active EE | $5,392 | $3,281+64.3% | $4,319+24.9% | $4,296+25.5% |
| Admin fee / account holder | $337 | $4,981-93.2% | $7,386-95.4% | $6,918-95.1% |