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 | $54,792 | $102,317-46.4% | $146,958-62.7% | $80,856-32.2% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.6pp | 67.6%+22.2pp |
| Annual return | 23.72% | 134.76%-111.0pp | 418.34%-394.6pp | 35.59%-11.9pp |
| Employer contribution / active EE | $2,829 | $3,713-23.8% | $4,933-42.6% | $2,755+2.7% |
| Participant deferral / active EE | $13,028 | $6,644+96.1% | $8,070+61.4% | $4,296+203.3% |
| Admin fee / account holder | $9,448 | $7,941+19.0% | $12,998-27.3% | $6,918+36.6% |