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 | $10,381 | $54,705-81.0% | $71,209-85.4% | $84,808-87.8% |
| Participation rate | 72.0% | 64.1%+7.9pp | 73.8%-1.8pp | 68.3%+3.7pp |
| Annual return | 18.26% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,158 | $2,158-46.3% | $2,721-57.4% | $2,631-56.0% |
| Participant deferral / active EE | $2,236 | $3,030-26.2% | $4,175-46.5% | $4,212-46.9% |
| Admin fee / account holder | $721 | $4,863-85.2% | $5,349-86.5% | $7,344-90.2% |