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 | $67,620 | $83,902-19.4% | $167,512-59.6% | $84,808-20.3% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.1%+19.2pp | 68.3%+28.0pp |
| Annual return | 18.17% | 91.55%-73.4pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,065 | $2,264-53.0% | $3,882-72.6% | $2,631-59.5% |
| Participant deferral / active EE | $4,762 | $4,442+7.2% | $6,405-25.6% | $4,212+13.1% |
| Admin fee / account holder | $2,457 | $7,915-69.0% | $9,769-74.8% | $7,344-66.5% |