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 | $53,814 | $92,703-41.9% | $82,719-34.9% | $134,475-60.0% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.7pp | 81.2%+3.0pp |
| Annual return | 7.50% | 944.92%-937.4pp | 701.18%-693.7pp | 417.96%-410.5pp |
| Employer contribution / active EE | $545 | $3,274-83.4% | $3,009-81.9% | $4,740-88.5% |
| Participant deferral / active EE | $6,653 | $4,802+38.6% | $4,395+51.4% | $6,400+4.0% |
| Admin fee / account holder | $582 | $5,983-90.3% | $5,329-89.1% | $11,426-94.9% |