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 | $15,842 | $124,185-87.2% | $108,410-85.4% | $167,490-90.5% |
| Participation rate | 94.4% | 82.3%+12.2pp | 80.1%+14.3pp | 82.1%+12.3pp |
| Annual return | 23.64% | 1379.64%-1356.0pp | 905.27%-881.6pp | 478.56%-454.9pp |
| Employer contribution / active EE | $2,730 | $4,187-34.8% | $3,558-23.3% | $4,837-43.6% |
| Participant deferral / active EE | $4,556 | $6,908-34.1% | $6,563-30.6% | $6,341-28.2% |
| Admin fee / account holder | $2,122 | $9,455-77.6% | $7,295-70.9% | $12,309-82.8% |