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 | $23,046 | $65,561-64.8% | $86,188-73.3% | $75,163-69.3% |
| Participation rate | 70.8% | 60.5%+10.3pp | 69.0%+1.9pp | 67.2%+3.6pp |
| Annual return | 20.19% | 46.05%-25.9pp | 1168.45%-1148.3pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,321 | $1,553-14.9% | $2,380-44.5% | $2,670-50.5% |
| Participant deferral / active EE | $1,837 | $3,024-39.2% | $3,985-53.9% | $4,125-55.5% |
| Admin fee / account holder | $712 | $5,474-87.0% | $6,852-89.6% | $5,651-87.4% |