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 | $77,578 | $83,902-7.5% | $167,512-53.7% | $84,808-8.5% |
| Participation rate | 77.9% | 66.5%+11.4pp | 77.1%+0.8pp | 68.3%+9.6pp |
| Annual return | 13.94% | 91.55%-77.6pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,166 | $2,264-48.5% | $3,882-70.0% | $2,631-55.7% |
| Participant deferral / active EE | $3,803 | $4,442-14.4% | $6,405-40.6% | $4,212-9.7% |
| Admin fee / account holder | $14,406 | $7,915+82.0% | $9,769+47.5% | $7,344+96.2% |