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 | $27,771 | $156,846-82.3% | $121,098-77.1% | $139,434-80.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 23.61% | 1474.56%-1450.9pp | 985.75%-962.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $958 | $5,536-82.7% | $4,164-77.0% | $4,751-79.8% |
| Participant deferral / active EE | $2,819 | $4,844-41.8% | $4,080-30.9% | $6,710-58.0% |
| Admin fee / account holder | $1,697 | $6,946-75.6% | $5,644-69.9% | $11,403-85.1% |