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 | $41,783 | $70,428-40.7% | $96,562-56.7% | $85,850-51.3% |
| Participation rate | 74.0% | 61.8%+12.2pp | 69.8%+4.2pp | 69.3%+4.7pp |
| Annual return | 12.11% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $704 | $1,413-50.2% | $2,356-70.1% | $2,565-72.6% |
| Participant deferral / active EE | $2,365 | $2,894-18.3% | $3,849-38.6% | $3,952-40.2% |
| Admin fee / account holder | $9,107 | $4,997+82.3% | $6,181+47.3% | $6,260+45.5% |