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 7-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 | $4,217 | $22,587-81.3% | $65,255-93.5% | $75,163-94.4% |
| Participation rate | 96.6% | 63.1%+33.5pp | 65.0%+31.6pp | 67.2%+29.4pp |
| Annual return | 28.80% | 71.03%-42.2pp | 47.35%-18.6pp | 160.62%-131.8pp |
| Employer contribution / active EE | $579 | $941-38.5% | $1,691-65.8% | $2,670-78.3% |
| Participant deferral / active EE | $1,095 | $1,695-35.4% | $2,831-61.3% | $4,125-73.5% |
| Admin fee / account holder | $325 | $1,876-82.7% | $4,112-92.1% | $5,651-94.3% |