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 | $29,319-81.5% | $52,425-89.6% | $82,448-93.4% |
| Participation rate | 80.8% | 46.9%+33.9pp | 55.6%+25.1pp | 68.1%+12.7pp |
| Annual return | 23.06% | 535.20%-512.1pp | 302.12%-279.1pp | 41.64%-18.6pp |
| Employer contribution / active EE | $865 | $586+47.5% | $914-5.4% | $2,551-66.1% |
| Participant deferral / active EE | $1,979 | $1,171+68.9% | $1,790+10.5% | $4,139-52.2% |
| Admin fee / account holder | $506 | $1,962-74.2% | $2,495-79.7% | $7,234-93.0% |