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 | $67,034 | $100,041-33.0% | $149,718-55.2% | $70,131-4.4% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.1%+7.6pp | 69.5%+25.1pp |
| Annual return | 15.41% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,257 | $3,662-65.7% | $5,445-76.9% | $2,342-46.4% |
| Participant deferral / active EE | $3,107 | $4,983-37.7% | $6,569-52.7% | $3,332-6.8% |
| Admin fee / account holder | $1,663 | $8,286-79.9% | $11,283-85.3% | $4,645-64.2% |