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 6-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 | $9,779 | $30,400-67.8% | $53,898-81.9% | $84,808-88.5% |
| Participation rate | 96.2% | 46.4%+49.7pp | 55.0%+41.2pp | 68.3%+27.8pp |
| Annual return | 16.18% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,352 | $603+124.3% | $932+45.0% | $2,631-48.6% |
| Participant deferral / active EE | $1,437 | $1,199+19.9% | $1,826-21.3% | $4,212-65.9% |
| Admin fee / account holder | $2,869 | $1,993+43.9% | $2,491+15.2% | $7,344-60.9% |