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 | $54,870 | $83,902-34.6% | $167,512-67.2% | $84,808-35.3% |
| Participation rate | 70.5% | 66.5%+4.0pp | 77.1%-6.5pp | 68.3%+2.2pp |
| Annual return | 15.11% | 91.55%-76.4pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,733 | $2,264-23.4% | $3,882-55.4% | $2,631-34.1% |
| Participant deferral / active EE | $5,202 | $4,442+17.1% | $6,405-18.8% | $4,212+23.5% |
| Admin fee / account holder | $1,932 | $7,915-75.6% | $9,769-80.2% | $7,344-73.7% |