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 | $28,184 | $57,281-50.8% | $86,612-67.5% | $75,163-62.5% |
| Participation rate | 75.5% | 63.2%+12.3pp | 71.7%+3.8pp | 67.2%+8.3pp |
| Annual return | 15.09% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $503 | $2,314-78.3% | $3,022-83.4% | $2,670-81.2% |
| Participant deferral / active EE | $1,372 | $3,318-58.6% | $4,438-69.1% | $4,125-66.7% |
| Admin fee / account holder | $1,507 | $4,112-63.3% | $5,614-73.2% | $5,651-73.3% |