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 | $54,737 | $108,172-49.4% | $77,482-29.4% | $158,922-65.6% |
| Participation rate | 82.4% | 64.4%+17.9pp | 54.2%+28.2pp | 82.0%+0.4pp |
| Annual return | 8.11% | 31.67%-23.6pp | 54.79%-46.7pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,742 | $1,325+31.5% | $986+76.6% | $4,761-63.4% |
| Participant deferral / active EE | $8,591 | $2,456+249.8% | $1,861+361.6% | $5,982+43.6% |
| Admin fee / account holder | $7,538 | $3,708+103.3% | $2,858+163.8% | $11,246-33.0% |