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 | $5,326 | $24,730-78.5% | $66,042-91.9% | $84,808-93.7% |
| Participation rate | 70.4% | 68.1%+2.3pp | 67.5%+2.9pp | 68.3%+2.1pp |
| Annual return | 19.08% | 79.55%-60.5pp | 52.11%-33.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $469 | $857-45.2% | $1,579-70.3% | $2,631-82.2% |
| Participant deferral / active EE | $1,040 | $1,737-40.1% | $2,835-63.3% | $4,212-75.3% |
| Admin fee / account holder | $792 | $3,014-73.7% | $5,747-86.2% | $7,344-89.2% |