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 | $50,331 | $102,317-50.8% | $146,958-65.8% | $80,856-37.8% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 14.10% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,127 | $3,713-69.7% | $4,933-77.2% | $2,755-59.1% |
| Participant deferral / active EE | $4,610 | $6,644-30.6% | $8,070-42.9% | $4,296+7.3% |
| Admin fee / account holder | $6,759 | $7,941-14.9% | $12,998-48.0% | $6,918-2.3% |