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 | $78,438 | $104,907-25.2% | $84,611-7.3% | $152,861-48.7% |
| Participation rate | 77.3% | 74.8%+2.5pp | 68.2%+9.0pp | 82.4%-5.2pp |
| Annual return | 20.75% | 373.79%-353.0pp | 258.74%-238.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,000 | $3,302-39.4% | $2,652-24.6% | $4,762-58.0% |
| Participant deferral / active EE | $3,514 | $4,688-25.0% | $3,899-9.9% | $5,850-39.9% |
| Admin fee / account holder | $2,368 | $6,241-62.0% | $4,912-51.8% | $11,596-79.6% |