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 7-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 | $31,103 | $83,902-62.9% | $167,512-81.4% | $84,808-63.3% |
| Participation rate | 79.2% | 66.5%+12.7pp | 77.1%+2.1pp | 68.3%+10.9pp |
| Annual return | 16.51% | 91.55%-75.0pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,933 | $2,264-14.6% | $3,882-50.2% | $2,631-26.5% |
| Participant deferral / active EE | $3,523 | $4,442-20.7% | $6,405-45.0% | $4,212-16.3% |
| Admin fee / account holder | $2,591 | $7,915-67.3% | $9,769-73.5% | $7,344-64.7% |