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 | $6,060 | $29,660-79.6% | $56,411-89.3% | $80,856-92.5% |
| Participation rate | 87.8% | 41.6%+46.2pp | 52.5%+35.3pp | 67.6%+20.2pp |
| Annual return | 16.53% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $651 | $669-2.7% | $1,039-37.3% | $2,755-76.4% |
| Participant deferral / active EE | $1,455 | $1,226+18.6% | $1,952-25.5% | $4,296-66.1% |
| Admin fee / account holder | $537 | $2,428-77.9% | $2,829-81.0% | $6,918-92.2% |