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 | $72,383 | $101,317-28.6% | $146,958-50.7% | $74,495-2.8% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 13.49% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,539 | $3,810-59.6% | $4,933-68.8% | $2,623-41.3% |
| Participant deferral / active EE | $4,117 | $7,303-43.6% | $8,070-49.0% | $4,346-5.3% |
| Admin fee / account holder | $7,369 | $1,739+323.8% | $12,998-43.3% | $1,942+279.5% |