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 | $80,812-52.4% | $160,784-76.1% | $82,448-53.3% |
| Participation rate | 94.2% | 66.2%+28.0pp | 77.0%+17.3pp | 68.1%+26.2pp |
| Annual return | 14.74% | 100.59%-85.8pp | 1803.92%-1789.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $728 | $2,174-66.5% | $3,733-80.5% | $2,551-71.5% |
| Participant deferral / active EE | $4,185 | $4,335-3.5% | $6,293-33.5% | $4,139+1.1% |
| Admin fee / account holder | $2,468 | $7,695-67.9% | $9,717-74.6% | $7,234-65.9% |