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 | $89,500 | $83,902+6.7% | $167,512-46.6% | $84,808+5.5% |
| Participation rate | 78.9% | 66.5%+12.5pp | 77.1%+1.9pp | 68.3%+10.6pp |
| Annual return | 13.91% | 91.55%-77.6pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,017 | $2,264-55.1% | $3,882-73.8% | $2,631-61.4% |
| Participant deferral / active EE | $7,712 | $4,442+73.6% | $6,405+20.4% | $4,212+83.1% |
| Admin fee / account holder | $7,932 | $7,915+0.2% | $9,769-18.8% | $7,344+8.0% |