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 | $2,794 | $29,660-90.6% | $56,411-95.0% | $80,856-96.5% |
| Participation rate | 96.8% | 41.6%+55.1pp | 52.5%+44.3pp | 67.6%+29.1pp |
| Annual return | 11.50% | 35.23%-23.7pp | 1701.33%-1689.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $640 | $669-4.3% | $1,039-38.4% | $2,755-76.8% |
| Participant deferral / active EE | $1,143 | $1,226-6.8% | $1,952-41.4% | $4,296-73.4% |
| Admin fee / account holder | $491 | $2,428-79.8% | $2,829-82.6% | $6,918-92.9% |