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 | $77,715 | $80,812-3.8% | $160,784-51.7% | $82,448-5.7% |
| Participation rate | 83.3% | 66.2%+17.1pp | 77.0%+6.4pp | 68.1%+15.3pp |
| Annual return | 14.18% | 100.59%-86.4pp | 1803.92%-1789.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,222 | $2,174+2.2% | $3,733-40.5% | $2,551-12.9% |
| Participant deferral / active EE | $3,673 | $4,335-15.3% | $6,293-41.6% | $4,139-11.3% |
| Admin fee / account holder | $5,164 | $7,695-32.9% | $9,717-46.9% | $7,234-28.6% |