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 | $7,160 | $29,660-75.9% | $56,411-87.3% | $80,856-91.1% |
| Participation rate | 83.3% | 41.6%+41.7pp | 52.5%+30.9pp | 67.6%+15.7pp |
| Annual return | 16.27% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $808 | $669+20.7% | $1,039-22.2% | $2,755-70.7% |
| Participant deferral / active EE | $1,467 | $1,226+19.7% | $1,952-24.8% | $4,296-65.8% |
| Admin fee / account holder | $732 | $2,428-69.8% | $2,829-74.1% | $6,918-89.4% |