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 | $40,636 | $61,052-33.4% | $142,863-71.6% | $79,386-48.8% |
| Participation rate | 74.9% | 60.1%+14.8pp | 71.9%+3.0pp | 70.7%+4.2pp |
| Annual return | 28.54% | 16.02%+12.5pp | 5637.54%-5609.0pp | 116.85%-88.3pp |
| Employer contribution / active EE | $1,569 | $1,481+6.0% | $4,144-62.1% | $2,427-35.4% |
| Participant deferral / active EE | $3,582 | $2,879+24.4% | $3,837-6.6% | $4,046-11.5% |
| Admin fee / account holder | $4,465 | $659+577.2% | $6,560-31.9% | $626+612.7% |