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 | $12,835 | $60,124-78.7% | $90,404-85.8% | $79,858-83.9% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | 18.08% | 71.94%-53.9pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $747 | $2,068-63.9% | $3,262-77.1% | $2,471-69.8% |
| Participant deferral / active EE | $1,583 | $2,938-46.1% | $3,963-60.1% | $3,740-57.7% |
| Admin fee / account holder | $838 | $3,976-78.9% | $5,611-85.1% | $5,306-84.2% |