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 | $43,042 | $83,902-48.7% | $167,512-74.3% | $84,808-49.2% |
| Participation rate | 86.2% | 66.5%+19.7pp | 77.1%+9.1pp | 68.3%+17.9pp |
| Annual return | 15.23% | 91.55%-76.3pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,005 | $2,264-11.5% | $3,882-48.4% | $2,631-23.8% |
| Participant deferral / active EE | $4,069 | $4,442-8.4% | $6,405-36.5% | $4,212-3.4% |
| Admin fee / account holder | $2,144 | $7,915-72.9% | $9,769-78.1% | $7,344-70.8% |