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 | $10,631 | $64,839-83.6% | $95,585-88.9% | $84,808-87.5% |
| Participation rate | 71.4% | 63.8%+7.6pp | 72.1%-0.6pp | 68.3%+3.1pp |
| Annual return | 14.95% | -670.96%+685.9pp | 38.56%-23.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $922 | $1,759-47.6% | $2,527-63.5% | $2,631-64.9% |
| Participant deferral / active EE | $1,719 | $2,965-42.0% | $4,023-57.3% | $4,212-59.2% |
| Admin fee / account holder | $1,518 | $5,964-74.6% | $6,127-75.2% | $7,344-79.3% |