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 | $27,637 | $83,427-66.9% | $115,756-76.1% | $68,494-59.7% |
| Participation rate | 92.9% | 71.9%+21.0pp | 77.1%+15.8pp | 67.9%+25.0pp |
| Annual return | 17.86% | -10.95%+28.8pp | 143.14%-125.3pp | -7.84%+25.7pp |
| Employer contribution / active EE | $6,461 | $3,075+110.1% | $3,793+70.4% | $2,596+148.9% |
| Participant deferral / active EE | $10,978 | $5,355+105.0% | $6,254+75.5% | $4,027+172.6% |
| Admin fee / account holder | $1,744 | $5,708-69.4% | $8,124-78.5% | $5,403-67.7% |