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 | $24,180 | $52,279-53.7% | $89,391-73.0% | $79,858-69.7% |
| Participation rate | 91.5% | 57.5%+34.0pp | 68.0%+23.6pp | 69.6%+21.9pp |
| Annual return | 80.98% | 22.16%+58.8pp | 245.62%-164.6pp | 31.71%+49.3pp |
| Employer contribution / active EE | $2,519 | $1,572+60.3% | $2,586-2.6% | $2,471+1.9% |
| Participant deferral / active EE | $5,196 | $2,740+89.6% | $3,890+33.6% | $3,740+38.9% |
| Admin fee / account holder | $1,191 | $3,356-64.5% | $4,881-75.6% | $5,306-77.6% |