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 | $16,594 | $60,124-72.4% | $90,404-81.6% | $79,858-79.2% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 16.33% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,268 | $2,068-38.7% | $3,262-61.1% | $2,471-48.7% |
| Participant deferral / active EE | $2,011 | $2,938-31.6% | $3,963-49.3% | $3,740-46.2% |
| Admin fee / account holder | $738 | $3,976-81.4% | $5,611-86.9% | $5,306-86.1% |