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 | $65,821 | $83,902-21.6% | $167,512-60.7% | $84,808-22.4% |
| Participation rate | 91.1% | 66.5%+24.6pp | 77.1%+14.1pp | 68.3%+22.8pp |
| Annual return | 28.22% | 91.55%-63.3pp | 1615.79%-1587.6pp | 40.90%-12.7pp |
| Employer contribution / active EE | $579 | $2,264-74.4% | $3,882-85.1% | $2,631-78.0% |
| Participant deferral / active EE | $3,084 | $4,442-30.6% | $6,405-51.8% | $4,212-26.8% |
| Admin fee / account holder | $1,164 | $7,915-85.3% | $9,769-88.1% | $7,344-84.1% |