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 | $31,488 | $29,660+6.2% | $56,411-44.2% | $80,856-61.1% |
| Participation rate | 95.3% | 41.6%+53.6pp | 52.5%+42.8pp | 67.6%+27.7pp |
| Annual return | 12.74% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,176 | $669+374.6% | $1,039+205.8% | $2,755+15.3% |
| Participant deferral / active EE | $2,427 | $1,226+97.9% | $1,952+24.3% | $4,296-43.5% |
| Admin fee / account holder | $1,886 | $2,428-22.3% | $2,829-33.3% | $6,918-72.7% |