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 9-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 | $44,049 | $30,400+44.9% | $53,898-18.3% | $84,808-48.1% |
| Participation rate | 93.0% | 46.4%+46.6pp | 55.0%+38.1pp | 68.3%+24.7pp |
| Annual return | 16.75% | 500.19%-483.4pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,883 | $603+378.3% | $932+209.3% | $2,631+9.6% |
| Participant deferral / active EE | $2,587 | $1,199+115.8% | $1,826+41.6% | $4,212-38.6% |
| Admin fee / account holder | $1,958 | $1,993-1.8% | $2,491-21.4% | $7,344-73.3% |