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 9-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 | $37,788 | $85,202-55.6% | $172,739-78.1% | $72,985-48.2% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 27.53% | 27.32%+0.2pp | 802.84%-775.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,727 | $3,324-18.0% | $5,143-47.0% | $2,440+11.8% |
| Participant deferral / active EE | $4,805 | $3,260+47.4% | $5,198-7.5% | $3,607+33.2% |
| Admin fee / account holder | $3,848 | $5,884-34.6% | $13,954-72.4% | $5,124-24.9% |