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 | $17,580 | $29,660-40.7% | $56,411-68.8% | $80,856-78.3% |
| Participation rate | 87.5% | 41.6%+45.9pp | 52.5%+35.0pp | 67.6%+19.9pp |
| Annual return | 12.75% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,661 | $669+297.6% | $1,039+156.2% | $2,755-3.4% |
| Participant deferral / active EE | $2,339 | $1,226+90.8% | $1,952+19.9% | $4,296-45.5% |
| Admin fee / account holder | $1,980 | $2,428-18.4% | $2,829-30.0% | $6,918-71.4% |