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 | $20,877 | $48,230-56.7% | $67,502-69.1% | $80,856-74.2% |
| Participation rate | 77.8% | 66.4%+11.4pp | 72.9%+4.9pp | 67.6%+10.1pp |
| Annual return | 13.64% | 18.28%-4.6pp | 3512.12%-3498.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,671 | $2,020-17.2% | $2,731-38.8% | $2,755-39.3% |
| Participant deferral / active EE | $1,975 | $2,924-32.4% | $4,000-50.6% | $4,296-54.0% |
| Admin fee / account holder | $1,291 | $3,681-64.9% | $3,998-67.7% | $6,918-81.3% |