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 3-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 | $63,442 | $83,902-24.4% | $167,512-62.1% | $84,808-25.2% |
| Participation rate | 84.8% | 66.5%+18.4pp | 77.1%+7.8pp | 68.3%+16.5pp |
| Annual return | 18.87% | 91.55%-72.7pp | 1615.79%-1596.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,366 | $2,264+48.7% | $3,882-13.3% | $2,631+27.9% |
| Participant deferral / active EE | $8,779 | $4,442+97.6% | $6,405+37.1% | $4,212+108.5% |
| Admin fee / account holder | $1,299 | $7,915-83.6% | $9,769-86.7% | $7,344-82.3% |