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 | $35,348 | $48,570-27.2% | $130,648-72.9% | $72,985-51.6% |
| Participation rate | 78.0% | 58.6%+19.4pp | 71.7%+6.3pp | 69.5%+8.5pp |
| Annual return | 28.87% | 38.63%-9.8pp | 1708.96%-1680.1pp | 81.00%-52.1pp |
| Employer contribution / active EE | $2,036 | $1,334+52.6% | $4,092-50.3% | $2,440-16.6% |
| Participant deferral / active EE | $4,345 | $2,384+82.3% | $3,603+20.6% | $3,607+20.4% |
| Admin fee / account holder | $790 | $3,549-77.7% | $5,464-85.5% | $5,124-84.6% |