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 | $68,757 | $105,998-35.1% | $92,233-25.5% | $147,584-53.4% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 15.25% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $764 | $4,333-82.4% | $3,679-79.2% | $4,876-84.3% |
| Participant deferral / active EE | $3,636 | $4,478-18.8% | $3,897-6.7% | $5,439-33.2% |
| Admin fee / account holder | $29,636 | $6,332+368.0% | $5,194+470.6% | $10,885+172.3% |