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 | $18,581 | $77,314-76.0% | $177,989-89.6% | $80,856-77.0% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.6%+19.9pp |
| Annual return | 10.98% | 18.09%-7.1pp | 294.48%-283.5pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,284 | $2,292-44.0% | $3,949-67.5% | $2,755-53.4% |
| Participant deferral / active EE | $2,027 | $4,411-54.0% | $6,276-67.7% | $4,296-52.8% |
| Admin fee / account holder | $436 | $7,191-93.9% | $10,363-95.8% | $6,918-93.7% |