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 10-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 | $76,136 | $83,902-9.3% | $167,512-54.5% | $84,808-10.2% |
| Participation rate | 71.0% | 66.5%+4.5pp | 77.1%-6.1pp | 68.3%+2.7pp |
| Annual return | 14.48% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,104 | $2,264+37.1% | $3,882-20.0% | $2,631+18.0% |
| Participant deferral / active EE | $5,896 | $4,442+32.7% | $6,405-7.9% | $4,212+40.0% |
| Admin fee / account holder | $10,657 | $7,915+34.6% | $9,769+9.1% | $7,344+45.1% |