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 | $52,353-69.4% | $120,225-86.7% | $82,448-80.6% |
| Participation rate | 91.0% | 58.3%+32.7pp | 69.6%+21.4pp | 68.1%+22.9pp |
| Annual return | 17.63% | 61.85%-44.2pp | 439.23%-421.6pp | 41.64%-24.0pp |
| Employer contribution / active EE | $942 | $1,510-37.6% | $3,475-72.9% | $2,551-63.1% |
| Participant deferral / active EE | $1,608 | $2,627-38.8% | $3,999-59.8% | $4,139-61.2% |
| Admin fee / account holder | $572 | $4,363-86.9% | $5,696-89.9% | $7,234-92.1% |