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 | $21,267 | $27,915-23.8% | $58,482-63.6% | $75,163-71.7% |
| Participation rate | 75.4% | 38.8%+36.6pp | 50.9%+24.5pp | 67.2%+8.2pp |
| Annual return | 20.99% | 44.20%-23.2pp | 4239.32%-4218.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,225 | $669+83.1% | $1,053+16.3% | $2,670-54.1% |
| Participant deferral / active EE | $1,463 | $1,201+21.8% | $1,924-24.0% | $4,125-64.5% |
| Admin fee / account holder | $908 | $1,726-47.4% | $2,516-63.9% | $5,651-83.9% |