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 | $62,000 | $102,317-39.4% | $146,958-57.8% | $80,856-23.3% |
| Participation rate | 92.7% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 17.45% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,112 | $3,713+10.8% | $4,933-16.6% | $2,755+49.3% |
| Participant deferral / active EE | $9,185 | $6,644+38.3% | $8,070+13.8% | $4,296+113.8% |
| Admin fee / account holder | $5,142 | $7,941-35.3% | $12,998-60.4% | $6,918-25.7% |