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 | $27,344 | $30,400-10.1% | $53,898-49.3% | $84,808-67.8% |
| Participation rate | 95.9% | 46.4%+49.5pp | 55.0%+41.0pp | 68.3%+27.6pp |
| Annual return | 17.49% | 500.19%-482.7pp | 528.60%-511.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $981 | $603+62.8% | $932+5.3% | $2,631-62.7% |
| Participant deferral / active EE | $754 | $1,199-37.1% | $1,826-58.7% | $4,212-82.1% |
| Admin fee / account holder | $3,977 | $1,993+99.5% | $2,491+59.7% | $7,344-45.8% |