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 | $39,176 | $98,750-60.3% | $149,696-73.8% | $79,858-50.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 16.87% | 27.43%-10.6pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,212 | $3,216-62.3% | $4,644-73.9% | $2,471-51.0% |
| Participant deferral / active EE | $4,159 | $5,680-26.8% | $6,842-39.2% | $3,740+11.2% |
| Admin fee / account holder | $530 | $6,053-91.2% | $9,309-94.3% | $5,306-90.0% |