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 | $20,477 | $77,899-73.7% | $149,673-86.3% | $75,163-72.8% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 21.19% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,545 | $3,137-18.9% | $4,818-47.2% | $2,670-4.7% |
| Participant deferral / active EE | $4,991 | $3,411+46.3% | $5,680-12.1% | $4,125+21.0% |
| Admin fee / account holder | $469 | $5,956-92.1% | $13,210-96.4% | $5,651-91.7% |