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 | $24,325 | $48,570-49.9% | $130,648-81.4% | $72,985-66.7% |
| Participation rate | 72.2% | 58.6%+13.6pp | 71.7%+0.5pp | 69.5%+2.7pp |
| Annual return | 21.73% | 38.63%-16.9pp | 1708.96%-1687.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,704 | $2,384-28.5% | $3,603-52.7% | $3,607-52.8% |
| Admin fee / account holder | $931 | $3,549-73.8% | $5,464-83.0% | $5,124-81.8% |