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 | $32,772 | $105,181-68.8% | $159,436-79.4% | $85,850-61.8% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.8%+13.1pp | 69.3%+26.6pp |
| Annual return | 14.18% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,618 | $3,318+9.0% | $4,829-25.1% | $2,565+41.0% |
| Participant deferral / active EE | $7,173 | $5,945+20.7% | $7,352-2.4% | $3,952+81.5% |
| Admin fee / account holder | $1,137 | $6,933-83.6% | $10,799-89.5% | $6,260-81.8% |