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 6-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 | $14,925 | $55,415-73.1% | $155,509-90.4% | $74,495-80.0% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 15.68% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,384 | $2,267+49.3% | $4,672-27.6% | $2,623+29.0% |
| Participant deferral / active EE | $2,386 | $2,836-15.9% | $5,626-57.6% | $4,346-45.1% |
| Admin fee / account holder | $1,869 | $1,738+7.5% | $15,912-88.3% | $1,942-3.8% |