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 | $59,045 | $85,202-30.7% | $172,739-65.8% | $72,985-19.1% |
| Participation rate | 80.4% | 70.1%+10.3pp | 82.6%-2.3pp | 69.5%+10.9pp |
| Annual return | 23.97% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $3,991 | $3,324+20.1% | $5,143-22.4% | $2,440+63.6% |
| Participant deferral / active EE | $8,760 | $3,260+168.7% | $5,198+68.5% | $3,607+142.8% |
| Admin fee / account holder | $9,501 | $5,884+61.5% | $13,954-31.9% | $5,124+85.4% |