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 | $79,958 | $83,902-4.7% | $167,512-52.3% | $84,808-5.7% |
| Participation rate | 93.5% | 66.5%+27.1pp | 77.1%+16.5pp | 68.3%+25.2pp |
| Annual return | 19.52% | 91.55%-72.0pp | 1615.79%-1596.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,976 | $2,264+31.5% | $3,882-23.3% | $2,631+13.1% |
| Participant deferral / active EE | $8,765 | $4,442+97.3% | $6,405+36.9% | $4,212+108.1% |
| Admin fee / account holder | $10,453 | $7,915+32.1% | $9,769+7.0% | $7,344+42.3% |