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 | $51,594 | $65,409-21.1% | $98,442-47.6% | $85,850-39.9% |
| Participation rate | 82.0% | 65.0%+17.0pp | 73.3%+8.6pp | 69.3%+12.7pp |
| Annual return | 202.67% | 21.76%+180.9pp | 1492.73%-1290.1pp | 318.53%-115.9pp |
| Employer contribution / active EE | $1,195 | $2,168-44.9% | $2,960-59.6% | $2,565-53.4% |
| Participant deferral / active EE | $3,958 | $3,166+25.0% | $4,276-7.4% | $3,952+0.2% |
| Admin fee / account holder | $2,573 | $4,593-44.0% | $5,949-56.8% | $6,260-58.9% |