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 | $20,745 | $46,674-55.6% | $117,472-82.3% | $68,494-69.7% |
| Participation rate | 98.9% | 56.8%+42.1pp | 70.6%+28.3pp | 67.9%+31.0pp |
| Annual return | 19.44% | -14.52%+34.0pp | 29.74%-10.3pp | -7.84%+27.3pp |
| Employer contribution / active EE | $1,199 | $1,505-20.3% | $4,176-71.3% | $2,596-53.8% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $402 | $4,020-90.0% | $5,645-92.9% | $5,403-92.6% |