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 9-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 | $29,693 | $52,519-43.5% | $155,790-80.9% | $59,632-50.2% |
| Participation rate | 82.8% | 61.7%+21.1pp | 76.1%+6.7pp | 68.7%+14.1pp |
| Annual return | 5.87% | 53.51%-47.6pp | 71.54%-65.7pp | 2041.28%-2035.4pp |
| Employer contribution / active EE | $2,656 | $1,589+67.1% | $3,836-30.8% | $2,203+20.6% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,797-100.0% | $3,192-100.0% |
| Admin fee / account holder | $800 | $3,540-77.4% | $7,478-89.3% | $4,297-81.4% |