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 5-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 | $4,777 | $27,915-82.9% | $58,482-91.8% | $75,163-93.6% |
| Participation rate | 78.9% | 38.8%+40.1pp | 50.9%+28.1pp | 67.2%+11.8pp |
| Annual return | 19.55% | 44.20%-24.6pp | 4239.32%-4219.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $607 | $669-9.3% | $1,053-42.4% | $2,670-77.3% |
| Participant deferral / active EE | $1,111 | $1,201-7.5% | $1,924-42.3% | $4,125-73.1% |
| Admin fee / account holder | $1,126 | $1,726-34.7% | $2,516-55.2% | $5,651-80.1% |