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 | $48,592 | $85,202-43.0% | $172,739-71.9% | $72,985-33.4% |
| Participation rate | 71.1% | 70.1%+1.0pp | 82.6%-11.5pp | 69.5%+1.6pp |
| Annual return | 18.20% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,414 | $3,324-57.5% | $5,143-72.5% | $2,440-42.0% |
| Participant deferral / active EE | $4,363 | $3,260+33.8% | $5,198-16.1% | $3,607+20.9% |
| Admin fee / account holder | $11,428 | $5,884+94.2% | $13,954-18.1% | $5,124+123.0% |