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 | $44,274 | $83,902-47.2% | $167,512-73.6% | $84,808-47.8% |
| Participation rate | 80.8% | 66.5%+14.3pp | 77.1%+3.7pp | 68.3%+12.5pp |
| Annual return | 16.00% | 91.55%-75.5pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,737 | $2,264+20.9% | $3,882-29.5% | $2,631+4.0% |
| Participant deferral / active EE | $1,687 | $4,442-62.0% | $6,405-73.7% | $4,212-59.9% |
| Admin fee / account holder | $2,537 | $7,915-67.9% | $9,769-74.0% | $7,344-65.5% |