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 | $69,661 | $80,812-13.8% | $160,784-56.7% | $82,448-15.5% |
| Participation rate | 92.2% | 66.2%+25.9pp | 77.0%+15.2pp | 68.1%+24.1pp |
| Annual return | 15.63% | 100.59%-85.0pp | 1803.92%-1788.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,112 | $2,174-2.8% | $3,733-43.4% | $2,551-17.2% |
| Participant deferral / active EE | $2,380 | $4,335-45.1% | $6,293-62.2% | $4,139-42.5% |
| Admin fee / account holder | $10,299 | $7,695+33.8% | $9,717+6.0% | $7,234+42.4% |