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 | $46,812 | $100,852-53.6% | $90,404-48.2% | $158,922-70.5% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 12.28% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $436 | $3,689-88.2% | $3,262-86.6% | $4,761-90.8% |
| Participant deferral / active EE | $1,563 | $4,348-64.0% | $3,963-60.6% | $5,982-73.9% |
| Admin fee / account holder | $1,840 | $6,501-71.7% | $5,611-67.2% | $11,246-83.6% |