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 3-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 | $6,261 | $29,660-78.9% | $56,411-88.9% | $80,856-92.3% |
| Participation rate | 96.6% | 41.6%+54.9pp | 52.5%+44.1pp | 67.6%+28.9pp |
| Annual return | 11.23% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $799 | $669+19.4% | $1,039-23.1% | $2,755-71.0% |
| Participant deferral / active EE | $3,761 | $1,226+206.8% | $1,952+92.7% | $4,296-12.5% |
| Admin fee / account holder | $2,137 | $2,428-12.0% | $2,829-24.5% | $6,918-69.1% |