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 5-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 | $19,358 | $61,774-68.7% | $97,226-80.1% | $80,856-76.1% |
| Participation rate | 90.8% | 63.5%+27.3pp | 72.7%+18.1pp | 67.6%+23.2pp |
| Annual return | 43.68% | -557.90%+601.6pp | 75.13%-31.5pp | 35.59%+8.1pp |
| Employer contribution / active EE | $1,523 | $1,837-17.1% | $2,729-44.2% | $2,755-44.7% |
| Participant deferral / active EE | $2,286 | $3,029-24.5% | $4,264-46.4% | $4,296-46.8% |
| Admin fee / account holder | $1,857 | $5,166-64.1% | $5,654-67.2% | $6,918-73.2% |