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 | $83,902-17.0% | $167,512-58.4% | $84,808-17.9% |
| Participation rate | 92.2% | 66.5%+25.7pp | 77.1%+15.1pp | 68.3%+23.8pp |
| Annual return | 15.63% | 91.55%-75.9pp | 1615.79%-1600.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,112 | $2,264-6.7% | $3,882-45.6% | $2,631-19.7% |
| Participant deferral / active EE | $2,380 | $4,442-46.4% | $6,405-62.8% | $4,212-43.5% |
| Admin fee / account holder | $10,299 | $7,915+30.1% | $9,769+5.4% | $7,344+40.2% |