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 | $14,016 | $57,281-75.5% | $86,612-83.8% | $75,163-81.4% |
| Participation rate | 82.8% | 63.2%+19.6pp | 71.7%+11.1pp | 67.2%+15.6pp |
| Annual return | 18.45% | 2670.75%-2652.3pp | 591.07%-572.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $734 | $2,314-68.3% | $3,022-75.7% | $2,670-72.5% |
| Participant deferral / active EE | $2,596 | $3,318-21.7% | $4,438-41.5% | $4,125-37.1% |
| Admin fee / account holder | $702 | $4,112-82.9% | $5,614-87.5% | $5,651-87.6% |