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 | $14,046 | $51,638-72.8% | $68,368-79.5% | $82,448-83.0% |
| Participation rate | 87.2% | 63.6%+23.6pp | 73.8%+13.4pp | 68.1%+19.1pp |
| Annual return | 22.57% | 37.53%-15.0pp | 292.57%-270.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,230 | $2,047-39.9% | $2,649-53.6% | $2,551-51.8% |
| Participant deferral / active EE | $2,915 | $2,914+0.1% | $4,123-29.3% | $4,139-29.6% |
| Admin fee / account holder | $1,135 | $4,643-75.6% | $5,150-78.0% | $7,234-84.3% |