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 | $38,473 | $83,902-54.1% | $167,512-77.0% | $84,808-54.6% |
| Participation rate | 94.2% | 66.5%+27.8pp | 77.1%+17.2pp | 68.3%+25.9pp |
| Annual return | 14.74% | 91.55%-76.8pp | 1615.79%-1601.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $728 | $2,264-67.8% | $3,882-81.2% | $2,631-72.3% |
| Participant deferral / active EE | $4,185 | $4,442-5.8% | $6,405-34.7% | $4,212-0.6% |
| Admin fee / account holder | $2,468 | $7,915-68.8% | $9,769-74.7% | $7,344-66.4% |