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 | $3,187 | $22,587-85.9% | $65,255-95.1% | $75,163-95.8% |
| Participation rate | 88.8% | 63.1%+25.7pp | 65.0%+23.8pp | 67.2%+21.6pp |
| Annual return | 16.57% | 71.03%-54.5pp | 47.35%-30.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $351 | $941-62.7% | $1,691-79.2% | $2,670-86.9% |
| Participant deferral / active EE | $1,101 | $1,695-35.0% | $2,831-61.1% | $4,125-73.3% |
| Admin fee / account holder | $986 | $1,876-47.4% | $4,112-76.0% | $5,651-82.5% |