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 | $16,275 | $55,706-70.8% | $75,886-78.6% | $72,985-77.7% |
| Participation rate | 83.0% | 61.1%+21.8pp | 69.3%+13.7pp | 69.5%+13.5pp |
| Annual return | 378.38% | 27.59%+350.8pp | 30.76%+347.6pp | 81.00%+297.4pp |
| Employer contribution / active EE | $2,015 | $1,687+19.5% | $2,500-19.4% | $2,440-17.4% |
| Participant deferral / active EE | $3,843 | $2,634+45.9% | $3,603+6.7% | $3,607+6.5% |
| Admin fee / account holder | $1,378 | $3,978-65.4% | $5,418-74.6% | $5,124-73.1% |