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 9-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 | $21,071 | $76,000-72.3% | $154,107-86.3% | $64,186-67.2% |
| Participation rate | 77.6% | 70.4%+7.2pp | 83.0%-5.4pp | 69.6%+8.1pp |
| Annual return | 24.11% | 30.32%-6.2pp | 735.12%-711.0pp | 7.63%+16.5pp |
| Employer contribution / active EE | $906 | $3,351-73.0% | $5,298-82.9% | $2,381-61.9% |
| Participant deferral / active EE | $2,911 | $3,175-8.3% | $5,081-42.7% | $3,470-16.1% |
| Admin fee / account holder | $481 | $5,596-91.4% | $13,411-96.4% | $4,888-90.2% |