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 6-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 | $22,667 | $29,660-23.6% | $56,411-59.8% | $80,856-72.0% |
| Participation rate | 96.8% | 41.6%+55.1pp | 52.5%+44.3pp | 67.6%+29.1pp |
| Annual return | 28.07% | 35.23%-7.2pp | 1701.33%-1673.3pp | 35.59%-7.5pp |
| Employer contribution / active EE | $3,816 | $669+470.2% | $1,039+267.4% | $2,755+38.5% |
| Participant deferral / active EE | $3,081 | $1,226+151.3% | $1,952+57.9% | $4,296-28.3% |
| Admin fee / account holder | $1,561 | $2,428-35.7% | $2,829-44.8% | $6,918-77.4% |