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 | $30,388 | $58,694-48.2% | $142,863-78.7% | $85,850-64.6% |
| Participation rate | 86.1% | 58.5%+27.6pp | 71.9%+14.2pp | 69.3%+16.8pp |
| Annual return | 15.58% | 27.72%-12.1pp | 5637.54%-5622.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,402 | $1,423+68.9% | $4,144-42.0% | $2,565-6.4% |
| Participant deferral / active EE | $3,640 | $2,607+39.6% | $3,837-5.1% | $3,952-7.9% |
| Admin fee / account holder | $1,266 | $4,239-70.1% | $6,560-80.7% | $6,260-79.8% |