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 | $28,472 | $53,127-46.4% | $86,590-67.1% | $70,131-59.4% |
| Participation rate | 89.5% | 65.3%+24.2pp | 73.5%+15.9pp | 69.5%+19.9pp |
| Annual return | 27.65% | 27.66%0pp | 964.84%-937.2pp | 73.14%-45.5pp |
| Employer contribution / active EE | $542 | $2,068-73.8% | $2,839-80.9% | $2,342-76.8% |
| Participant deferral / active EE | $3,461 | $2,696+28.4% | $3,609-4.1% | $3,332+3.9% |
| Admin fee / account holder | $983 | $3,585-72.6% | $4,906-80.0% | $4,645-78.8% |