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 | $31,177 | $85,202-63.4% | $172,739-82.0% | $72,985-57.3% |
| Participation rate | 89.8% | 70.1%+19.8pp | 82.6%+7.2pp | 69.5%+20.3pp |
| Annual return | 21.07% | 27.32%-6.2pp | 802.84%-781.8pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,520 | $3,324-54.3% | $5,143-70.4% | $2,440-37.7% |
| Participant deferral / active EE | $2,468 | $3,260-24.3% | $5,198-52.5% | $3,607-31.6% |
| Admin fee / account holder | $9,835 | $5,884+67.1% | $13,954-29.5% | $5,124+91.9% |