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 | $30,000 | $78,422-61.7% | $95,952-68.7% | $79,858-62.4% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.3pp | 69.6%+3.1pp |
| Annual return | 10.81% | 19.37%-8.6pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,258 | $1,945-35.3% | $2,541-50.5% | $2,471-49.1% |
| Participant deferral / active EE | $2,337 | $3,440-32.1% | $4,167-43.9% | $3,740-37.5% |
| Admin fee / account holder | $16,752 | $5,622+198.0% | $6,795+146.5% | $5,306+215.7% |