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 | $20,489 | $48,795-58.0% | $65,493-68.7% | $84,808-75.8% |
| Participation rate | 96.8% | 67.0%+29.8pp | 73.1%+23.7pp | 68.3%+28.5pp |
| Annual return | 24.41% | 20.20%+4.2pp | 982.45%-958.0pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,724 | $1,930+93.0% | $2,574+44.7% | $2,631+41.6% |
| Participant deferral / active EE | $4,699 | $2,928+60.4% | $3,961+18.6% | $4,212+11.6% |
| Admin fee / account holder | $3,554 | $3,877-8.3% | $5,028-29.3% | $7,344-51.6% |