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 | $34,478 | $98,750-65.1% | $149,696-77.0% | $79,858-56.8% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 18.70% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,389 | $3,216-56.8% | $4,644-70.1% | $2,471-43.8% |
| Participant deferral / active EE | $6,611 | $5,680+16.4% | $6,842-3.4% | $3,740+76.8% |
| Admin fee / account holder | $2,803 | $6,053-53.7% | $9,309-69.9% | $5,306-47.2% |