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 6-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 | $8,614 | $37,426-77.0% | $77,482-88.9% | $79,858-89.2% |
| Participation rate | 85.1% | 41.5%+43.6pp | 54.2%+30.9pp | 69.6%+15.5pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $562 | $637-11.7% | $986-43.0% | $2,471-77.2% |
| Participant deferral / active EE | $1,525 | $1,260+21.0% | $1,861-18.1% | $3,740-59.2% |
| Admin fee / account holder | $1,702 | $2,504-32.0% | $2,858-40.4% | $5,306-67.9% |