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 9-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 | $49,720 | $91,538-45.7% | $129,995-61.8% | $75,163-33.9% |
| Participation rate | 93.1% | 71.4%+21.7pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 18.39% | -631.11%+649.5pp | -137.18%+155.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,001 | $2,845-29.7% | $4,320-53.7% | $2,670-25.0% |
| Participant deferral / active EE | $3,703 | $4,341-14.7% | $5,820-36.4% | $4,125-10.2% |
| Admin fee / account holder | $1,908 | $6,790-71.9% | $10,614-82.0% | $5,651-66.2% |