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 | $24,592 | $85,202-71.1% | $172,739-85.8% | $72,985-66.3% |
| Participation rate | 82.9% | 70.1%+12.8pp | 82.6%+0.2pp | 69.5%+13.4pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $984 | $3,324-70.4% | $5,143-80.9% | $2,440-59.7% |
| Participant deferral / active EE | $1,890 | $3,260-42.0% | $5,198-63.6% | $3,607-47.6% |
| Admin fee / account holder | $528 | $5,884-91.0% | $13,954-96.2% | $5,124-89.7% |