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 | $28,588 | $150,197-81.0% | $120,368-76.2% | $145,959-80.4% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 14.02% | 154.26%-140.2pp | 107.26%-93.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,962 | $4,350-54.9% | $3,465-43.4% | $4,661-57.9% |
| Participant deferral / active EE | $2,744 | $6,174-55.6% | $4,991-45.0% | $6,689-59.0% |
| Admin fee / account holder | $3,188 | $12,216-73.9% | $9,429-66.2% | $13,398-76.2% |