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 9-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 | $24,491 | $89,355-72.6% | $141,162-82.7% | $72,985-66.4% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 23.17% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $3,396 | $3,114+9.1% | $4,735-28.3% | $2,440+39.2% |
| Participant deferral / active EE | $5,510 | $5,418+1.7% | $6,709-17.9% | $3,607+52.7% |
| Admin fee / account holder | $2,450 | $5,958-58.9% | $10,261-76.1% | $5,124-52.2% |