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 4-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 | $6,127 | $23,330-73.7% | $64,489-90.5% | $82,448-92.6% |
| Participation rate | 80.0% | 68.3%+11.7pp | 67.7%+12.3pp | 68.1%+11.9pp |
| Annual return | 20.86% | 83.66%-62.8pp | 55.03%-34.2pp | 41.64%-20.8pp |
| Employer contribution / active EE | $739 | $824-10.3% | $1,523-51.5% | $2,551-71.0% |
| Participant deferral / active EE | $1,666 | $1,707-2.4% | $2,778-40.0% | $4,139-59.8% |
| Admin fee / account holder | $1,294 | $2,946-56.1% | $4,260-69.6% | $7,234-82.1% |