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 | $19,473 | $52,519-62.9% | $155,790-87.5% | $59,632-67.3% |
| Participation rate | 73.7% | 61.7%+12.0pp | 76.1%-2.4pp | 68.7%+5.0pp |
| Annual return | 122.57% | 53.51%+69.1pp | 71.54%+51.0pp | 2041.28%-1918.7pp |
| Employer contribution / active EE | $801 | $1,589-49.6% | $3,836-79.1% | $2,203-63.6% |
| Participant deferral / active EE | $5,719 | $3,084+85.4% | $4,797+19.2% | $3,192+79.2% |
| Admin fee / account holder | $1,273 | $3,540-64.0% | $7,478-83.0% | $4,297-70.4% |