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 | $9,013 | $30,400-70.4% | $53,898-83.3% | $84,808-89.4% |
| Participation rate | 72.2% | 46.4%+25.8pp | 55.0%+17.3pp | 68.3%+3.9pp |
| Annual return | 23.29% | 500.19%-476.9pp | 528.60%-505.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $658 | $603+9.1% | $932-29.4% | $2,631-75.0% |
| Participant deferral / active EE | $1,541 | $1,199+28.5% | $1,826-15.6% | $4,212-63.4% |
| Admin fee / account holder | $377 | $1,993-81.1% | $2,491-84.9% | $7,344-94.9% |