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 | $46,858 | $109,982-57.4% | $97,226-51.8% | $145,922-67.9% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 51.89% | 242.90%-191.0pp | 75.13%-23.2pp | 561.29%-509.4pp |
| Employer contribution / active EE | $714 | $3,084-76.8% | $2,729-73.8% | $4,660-84.7% |
| Participant deferral / active EE | $848 | $4,676-81.9% | $4,264-80.1% | $6,688-87.3% |
| Admin fee / account holder | $2,433 | $6,221-60.9% | $5,654-57.0% | $13,397-81.8% |