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 | $107,561 | $92,703+16.0% | $82,719+30.0% | $134,475-20.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 4.53% | 944.92%-940.4pp | 701.18%-696.6pp | 417.96%-413.4pp |
| Employer contribution / active EE | $689 | $3,274-79.0% | $3,009-77.1% | $4,740-85.5% |
| Participant deferral / active EE | $2,397 | $4,802-50.1% | $4,395-45.5% | $6,400-62.5% |
| Admin fee / account holder | $1,714 | $5,983-71.3% | $5,329-67.8% | $11,426-85.0% |