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 | $24,453 | $85,202-71.3% | $172,739-85.8% | $72,985-66.5% |
| Participation rate | 85.4% | 70.1%+15.3pp | 82.6%+2.7pp | 69.5%+15.9pp |
| Annual return | 23.37% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,149 | $3,324-65.4% | $5,143-77.7% | $2,440-52.9% |
| Participant deferral / active EE | $2,361 | $3,260-27.6% | $5,198-54.6% | $3,607-34.6% |
| Admin fee / account holder | $2,922 | $5,884-50.3% | $13,954-79.1% | $5,124-43.0% |