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 | $21,822 | $49,173-55.6% | $121,098-82.0% | $75,163-71.0% |
| Participation rate | 86.8% | 55.4%+31.5pp | 69.5%+17.4pp | 67.2%+19.7pp |
| Annual return | 23.03% | 55.99%-33.0pp | 985.75%-962.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,996 | $1,546+29.1% | $4,164-52.1% | $2,670-25.3% |
| Participant deferral / active EE | $3,122 | $2,628+18.8% | $4,080-23.5% | $4,125-24.3% |
| Admin fee / account holder | $1,830 | $3,942-53.6% | $5,644-67.6% | $5,651-67.6% |