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 | $44,908 | $85,202-47.3% | $172,739-74.0% | $72,985-38.5% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 18.02% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,294 | $3,324-61.1% | $5,143-74.8% | $2,440-47.0% |
| Participant deferral / active EE | $3,467 | $3,260+6.3% | $5,198-33.3% | $3,607-3.9% |
| Admin fee / account holder | $1,161 | $5,884-80.3% | $13,954-91.7% | $5,124-77.3% |