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 | $15,218 | $29,319-48.1% | $52,425-71.0% | $82,448-81.5% |
| Participation rate | 98.0% | 46.9%+51.2pp | 55.6%+42.4pp | 68.1%+30.0pp |
| Annual return | 31.11% | 535.20%-504.1pp | 302.12%-271.0pp | 41.64%-10.5pp |
| Employer contribution / active EE | $3,208 | $586+447.0% | $914+250.9% | $2,551+25.7% |
| Participant deferral / active EE | $4,305 | $1,171+267.5% | $1,790+140.4% | $4,139+4.0% |
| Admin fee / account holder | $2,345 | $1,962+19.5% | $2,495-6.0% | $7,234-67.6% |