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 5-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 | $5,432 | $30,400-82.1% | $53,898-89.9% | $84,808-93.6% |
| Participation rate | 80.8% | 46.4%+34.3pp | 55.0%+25.8pp | 68.3%+12.5pp |
| Annual return | 23.06% | 500.19%-477.1pp | 528.60%-505.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $865 | $603+43.5% | $932-7.2% | $2,631-67.1% |
| Participant deferral / active EE | $1,979 | $1,199+65.1% | $1,826+8.3% | $4,212-53.0% |
| Admin fee / account holder | $506 | $1,993-74.6% | $2,491-79.7% | $7,344-93.1% |