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 8-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 | $20,786 | $29,660-29.9% | $56,411-63.2% | $80,856-74.3% |
| Participation rate | 76.9% | 41.6%+35.3pp | 52.5%+24.5pp | 67.6%+9.3pp |
| Annual return | 16.42% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,190 | $669+77.8% | $1,039+14.6% | $2,755-56.8% |
| Participant deferral / active EE | $2,352 | $1,226+91.8% | $1,952+20.5% | $4,296-45.3% |
| Admin fee / account holder | $677 | $2,428-72.1% | $2,829-76.1% | $6,918-90.2% |