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 | $25,176 | $60,124-58.1% | $90,404-72.2% | $79,858-68.5% |
| Participation rate | 85.4% | 65.0%+20.4pp | 72.7%+12.7pp | 69.6%+15.7pp |
| Annual return | 21.17% | 71.94%-50.8pp | 1293.02%-1271.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,468 | $2,068-29.0% | $3,262-55.0% | $2,471-40.6% |
| Participant deferral / active EE | $2,200 | $2,938-25.1% | $3,963-44.5% | $3,740-41.2% |
| Admin fee / account holder | $1,464 | $3,976-63.2% | $5,611-73.9% | $5,306-72.4% |