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 | $234,464 | $102,966+127.7% | $90,281+159.7% | $152,861+53.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 13.29% | 95.16%-81.9pp | 78.10%-64.8pp | 345.32%-332.0pp |
| Employer contribution / active EE | $375 | $3,139-88.1% | $2,854-86.9% | $4,762-92.1% |
| Participant deferral / active EE | $12,695 | $4,281+196.5% | $3,885+226.7% | $5,850+117.0% |
| Admin fee / account holder | $1,974 | $6,171-68.0% | $5,351-63.1% | $11,596-83.0% |