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 | $16,752 | $59,107-71.7% | $86,436-80.6% | $68,494-75.5% |
| Participation rate | 86.5% | 75.2%+11.2pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | 13.28% | -0.23%+13.5pp | 4394.89%-4381.6pp | -7.84%+21.1pp |
| Employer contribution / active EE | $538 | $2,519-78.6% | $3,769-85.7% | $2,596-79.3% |
| Participant deferral / active EE | $8,848 | $5,901+49.9% | $6,952+27.3% | $4,027+119.7% |
| Admin fee / account holder | $573 | $5,637-89.8% | $6,731-91.5% | $5,403-89.4% |