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 | $35,648 | $108,172-67.0% | $77,482-54.0% | $158,922-77.6% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 13.55% | 31.67%-18.1pp | 54.79%-41.2pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,247 | $1,325-5.9% | $986+26.4% | $4,761-73.8% |
| Participant deferral / active EE | $4,778 | $2,456+94.5% | $1,861+156.7% | $5,982-20.1% |
| Admin fee / account holder | $307 | $3,708-91.7% | $2,858-89.3% | $11,246-97.3% |