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 | $14,057 | $54,762-74.3% | $90,281-84.4% | $72,985-80.7% |
| Participation rate | 92.1% | 65.1%+27.0pp | 73.3%+18.8pp | 69.5%+22.6pp |
| Annual return | 98.33% | 30.63%+67.7pp | 78.10%+20.2pp | 81.00%+17.3pp |
| Employer contribution / active EE | $999 | $2,092-52.3% | $2,854-65.0% | $2,440-59.1% |
| Participant deferral / active EE | $1,123 | $2,887-61.1% | $3,885-71.1% | $3,607-68.9% |
| Admin fee / account holder | $3,355 | $3,972-15.5% | $5,351-37.3% | $5,124-34.5% |