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 | $23,201 | $76,000-69.5% | $154,107-84.9% | $64,186-63.9% |
| Participation rate | 93.2% | 70.4%+22.8pp | 83.0%+10.1pp | 69.6%+23.6pp |
| Annual return | 1.06% | 30.32%-29.3pp | 735.12%-734.1pp | 7.63%-6.6pp |
| Employer contribution / active EE | $809 | $3,351-75.9% | $5,298-84.7% | $2,381-66.0% |
| Participant deferral / active EE | $3,223 | $3,175+1.5% | $5,081-36.6% | $3,470-7.1% |
| Admin fee / account holder | $4,914 | $5,596-12.2% | $13,411-63.4% | $4,888+0.5% |