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 | $30,985 | $52,279-40.7% | $89,391-65.3% | $79,858-61.2% |
| Participation rate | 84.0% | 57.5%+26.5pp | 68.0%+16.0pp | 69.6%+14.4pp |
| Annual return | 28.95% | 22.16%+6.8pp | 245.62%-216.7pp | 31.71%-2.8pp |
| Employer contribution / active EE | $1,936 | $1,572+23.2% | $2,586-25.1% | $2,471-21.6% |
| Participant deferral / active EE | $3,448 | $2,740+25.8% | $3,890-11.3% | $3,740-7.8% |
| Admin fee / account holder | $4,305 | $3,356+28.3% | $4,881-11.8% | $5,306-18.9% |