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 5-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 | $17,050 | $83,902-79.7% | $167,512-89.8% | $84,808-79.9% |
| Participation rate | 94.0% | 66.5%+27.5pp | 77.1%+16.9pp | 68.3%+25.7pp |
| Annual return | 27.07% | 91.55%-64.5pp | 1615.79%-1588.7pp | 40.90%-13.8pp |
| Employer contribution / active EE | $1,675 | $2,264-26.0% | $3,882-56.8% | $2,631-36.3% |
| Participant deferral / active EE | $2,266 | $4,442-49.0% | $6,405-64.6% | $4,212-46.2% |
| Admin fee / account holder | $670 | $7,915-91.5% | $9,769-93.1% | $7,344-90.9% |