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 7-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 | $28,115 | $102,317-72.5% | $146,958-80.9% | $80,856-65.2% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 17.26% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $943 | $3,713-74.6% | $4,933-80.9% | $2,755-65.8% |
| Participant deferral / active EE | $3,262 | $6,644-50.9% | $8,070-59.6% | $4,296-24.1% |
| Admin fee / account holder | $1,643 | $7,941-79.3% | $12,998-87.4% | $6,918-76.3% |