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 | $19,920 | $83,902-76.3% | $167,512-88.1% | $84,808-76.5% |
| Participation rate | 83.3% | 66.5%+16.9pp | 77.1%+6.3pp | 68.3%+15.0pp |
| Annual return | 13.55% | 91.55%-78.0pp | 1615.79%-1602.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,393 | $2,264-38.5% | $3,882-64.1% | $2,631-47.1% |
| Participant deferral / active EE | $2,310 | $4,442-48.0% | $6,405-63.9% | $4,212-45.1% |
| Admin fee / account holder | $509 | $7,915-93.6% | $9,769-94.8% | $7,344-93.1% |