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 | $6,120 | $27,915-78.1% | $58,482-89.5% | $75,163-91.9% |
| Participation rate | 89.4% | 38.8%+50.5pp | 50.9%+38.5pp | 67.2%+22.2pp |
| Annual return | 20.97% | 44.20%-23.2pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $819 | $669+22.3% | $1,053-22.3% | $2,670-69.3% |
| Participant deferral / active EE | $1,771 | $1,201+47.4% | $1,924-8.0% | $4,125-57.1% |
| Admin fee / account holder | $940 | $1,726-45.5% | $2,516-62.6% | $5,651-83.4% |