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 | $24,521 | $58,208-57.9% | $81,812-70.0% | $80,856-69.7% |
| Participation rate | 81.5% | 63.4%+18.1pp | 72.3%+9.2pp | 67.6%+13.9pp |
| Annual return | 13.29% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,304 | $2,340+41.2% | $2,912+13.5% | $2,755+19.9% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,610 | $4,981-67.7% | $7,386-78.2% | $6,918-76.7% |