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 | $15,327 | $54,705-72.0% | $71,209-78.5% | $84,808-81.9% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 23.43% | 35.90%-12.5pp | 282.51%-259.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,150 | $2,158-46.7% | $2,721-57.7% | $2,631-56.3% |
| Participant deferral / active EE | $4,621 | $3,030+52.5% | $4,175+10.7% | $4,212+9.7% |
| Admin fee / account holder | $1,185 | $4,863-75.6% | $5,349-77.8% | $7,344-83.9% |