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 | $81,200 | $100,041-18.8% | $149,718-45.8% | $70,131+15.8% |
| Participation rate | 76.5% | 83.6%-7.1pp | 87.1%-10.6pp | 69.5%+6.9pp |
| Annual return | 16.23% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,478 | $3,662-59.6% | $5,445-72.8% | $2,342-36.9% |
| Participant deferral / active EE | $5,147 | $4,983+3.3% | $6,569-21.6% | $3,332+54.5% |
| Admin fee / account holder | $1,416 | $8,286-82.9% | $11,283-87.5% | $4,645-69.5% |