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 | $49,297 | $100,041-50.7% | $149,718-67.1% | $70,131-29.7% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | 18.36% | 27.43%-9.1pp | 1501.63%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,893 | $3,662-48.3% | $5,445-65.2% | $2,342-19.2% |
| Participant deferral / active EE | $3,679 | $4,983-26.2% | $6,569-44.0% | $3,332+10.4% |
| Admin fee / account holder | $624 | $8,286-92.5% | $11,283-94.5% | $4,645-86.6% |