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 | $58,659 | $85,766-31.6% | $136,294-57.0% | $70,131-16.4% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 60.12% | 31.45%+28.7pp | 5155.94%-5095.8pp | 73.14%-13.0pp |
| Employer contribution / active EE | $1,896 | $2,966-36.1% | $4,695-59.6% | $2,342-19.1% |
| Participant deferral / active EE | $3,864 | $5,051-23.5% | $6,247-38.2% | $3,332+16.0% |
| Admin fee / account holder | $720 | $5,420-86.7% | $9,243-92.2% | $4,645-84.5% |