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 | $26,867 | $64,839-58.6% | $95,585-71.9% | $84,808-68.3% |
| Participation rate | 96.2% | 63.8%+32.3pp | 72.1%+24.1pp | 68.3%+27.8pp |
| Annual return | 14.38% | -670.96%+685.3pp | 38.56%-24.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,092 | $1,759+75.8% | $2,527+22.4% | $2,631+17.5% |
| Participant deferral / active EE | $6,904 | $2,965+132.9% | $4,023+71.6% | $4,212+63.9% |
| Admin fee / account holder | $1,590 | $5,964-73.3% | $6,127-74.1% | $7,344-78.4% |