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 3-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 | $59,443 | $83,902-29.2% | $167,512-64.5% | $84,808-29.9% |
| Participation rate | 71.7% | 66.5%+5.3pp | 77.1%-5.3pp | 68.3%+3.4pp |
| Annual return | 16.02% | 91.55%-75.5pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,078 | $2,264-8.2% | $3,882-46.5% | $2,631-21.0% |
| Participant deferral / active EE | $3,876 | $4,442-12.8% | $6,405-39.5% | $4,212-8.0% |
| Admin fee / account holder | $11,645 | $7,915+47.1% | $9,769+19.2% | $7,344+58.6% |