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 8-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 | $39,930 | $91,190-56.2% | $178,490-77.6% | $79,858-50.0% |
| Participation rate | 84.9% | 69.2%+15.7pp | 81.9%+3.0pp | 69.6%+15.3pp |
| Annual return | 81.06% | 24.19%+56.9pp | 151.07%-70.0pp | 31.71%+49.3pp |
| Employer contribution / active EE | $2,323 | $3,256-28.7% | $5,011-53.6% | $2,471-6.0% |
| Participant deferral / active EE | $5,025 | $3,236+55.3% | $5,202-3.4% | $3,740+34.4% |
| Admin fee / account holder | $1,131 | $6,751-83.2% | $13,984-91.9% | $5,306-78.7% |