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 | $27,949 | $98,750-71.7% | $149,696-81.3% | $79,858-65.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 18.08% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $835 | $3,216-74.0% | $4,644-82.0% | $2,471-66.2% |
| Participant deferral / active EE | $4,695 | $5,680-17.4% | $6,842-31.4% | $3,740+25.5% |
| Admin fee / account holder | $1,314 | $6,053-78.3% | $9,309-85.9% | $5,306-75.2% |