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 | $16,035 | $53,516-70.0% | $126,539-87.3% | $84,808-81.1% |
| Participation rate | 91.0% | 58.2%+32.8pp | 69.8%+21.2pp | 68.3%+22.7pp |
| Annual return | 17.63% | 58.34%-40.7pp | 425.95%-408.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $942 | $1,535-38.6% | $3,674-74.4% | $2,631-64.2% |
| Participant deferral / active EE | $1,608 | $2,671-39.8% | $4,083-60.6% | $4,212-61.8% |
| Admin fee / account holder | $572 | $4,497-87.3% | $6,065-90.6% | $7,344-92.2% |