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 | $32,865 | $52,519-37.4% | $155,790-78.9% | $59,632-44.9% |
| Participation rate | 89.8% | 61.7%+28.1pp | 76.1%+13.7pp | 68.7%+21.1pp |
| Annual return | -1.31% | 53.51%-54.8pp | 71.54%-72.9pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,228 | $1,589-22.7% | $3,836-68.0% | $2,203-44.3% |
| Participant deferral / active EE | $1,237 | $3,084-59.9% | $4,797-74.2% | $3,192-61.2% |
| Admin fee / account holder | $2,666 | $3,540-24.7% | $7,478-64.3% | $4,297-38.0% |