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 9-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 | $33,273 | $72,277-54.0% | $101,248-67.1% | $79,858-58.3% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 127.88% | 22.30%+105.6pp | 46.47%+81.4pp | 31.71%+96.2pp |
| Employer contribution / active EE | $793 | $2,692-70.5% | $3,660-78.3% | $2,471-67.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $375 | $4,400-91.5% | $5,945-93.7% | $5,306-92.9% |