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 | $18,615 | $73,867-74.8% | $143,757-87.1% | $68,494-72.8% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | 80.06% | 1.01%+79.1pp | -0.04%+80.1pp | -7.84%+87.9pp |
| Employer contribution / active EE | $1,794 | $3,184-43.6% | $4,951-63.8% | $2,596-30.9% |
| Participant deferral / active EE | $5,000 | $3,384+47.7% | $5,637-11.3% | $4,027+24.2% |
| Admin fee / account holder | $926 | $5,755-83.9% | $14,673-93.7% | $5,403-82.9% |