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 | $56,623 | $60,124-5.8% | $90,404-37.4% | $79,858-29.1% |
| Participation rate | 95.3% | 65.0%+30.4pp | 72.7%+22.7pp | 69.6%+25.7pp |
| Annual return | 15.17% | 71.94%-56.8pp | 1293.02%-1277.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,423 | $2,068-31.2% | $3,262-56.4% | $2,471-42.4% |
| Participant deferral / active EE | $1,250 | $2,938-57.4% | $3,963-68.5% | $3,740-66.6% |
| Admin fee / account holder | $11,107 | $3,976+179.3% | $5,611+98.0% | $5,306+109.3% |