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 | $6,213 | $29,660-79.1% | $56,411-89.0% | $80,856-92.3% |
| Participation rate | 93.5% | 41.6%+51.8pp | 52.5%+41.0pp | 67.6%+25.8pp |
| Annual return | 13.38% | 35.23%-21.8pp | 1701.33%-1688.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $700 | $669+4.5% | $1,039-32.7% | $2,755-74.6% |
| Participant deferral / active EE | $1,709 | $1,226+39.4% | $1,952-12.4% | $4,296-60.2% |
| Admin fee / account holder | $1,219 | $2,428-49.8% | $2,829-56.9% | $6,918-82.4% |