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 9-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 | $13,784 | $32,117-57.1% | $71,086-80.6% | $64,186-78.5% |
| Participation rate | 82.1% | 42.7%+39.4pp | 54.7%+27.5pp | 69.6%+12.6pp |
| Annual return | 0.74% | -5.57%+6.3pp | 650.59%-649.8pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,326 | $712+86.2% | $1,088+21.9% | $2,381-44.3% |
| Participant deferral / active EE | $3,068 | $1,263+142.9% | $1,874+63.7% | $3,470-11.6% |
| Admin fee / account holder | $397 | $2,759-85.6% | $3,082-87.1% | $4,888-91.9% |