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 | $23,706 | $48,230-50.8% | $67,502-64.9% | $80,856-70.7% |
| Participation rate | 80.4% | 66.4%+14.0pp | 72.9%+7.5pp | 67.6%+12.7pp |
| Annual return | 13.11% | 18.28%-5.2pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $459 | $2,020-77.3% | $2,731-83.2% | $2,755-83.4% |
| Participant deferral / active EE | $2,915 | $2,924-0.3% | $4,000-27.1% | $4,296-32.2% |
| Admin fee / account holder | $379 | $3,681-89.7% | $3,998-90.5% | $6,918-94.5% |