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 | $62,596 | $83,902-25.4% | $167,512-62.6% | $84,808-26.2% |
| Participation rate | 98.6% | 66.5%+32.2pp | 77.1%+21.6pp | 68.3%+30.3pp |
| Annual return | 16.08% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,363 | $2,264-39.8% | $3,882-64.9% | $2,631-48.2% |
| Participant deferral / active EE | $6,715 | $4,442+51.1% | $6,405+4.8% | $4,212+59.4% |
| Admin fee / account holder | $3,651 | $7,915-53.9% | $9,769-62.6% | $7,344-50.3% |