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 | $53,866 | $60,124-10.4% | $90,404-40.4% | $79,858-32.5% |
| Participation rate | 78.8% | 65.0%+13.8pp | 72.7%+6.1pp | 69.6%+9.2pp |
| Annual return | 14.63% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $644 | $2,068-68.9% | $3,262-80.3% | $2,471-74.0% |
| Participant deferral / active EE | $1,508 | $2,938-48.7% | $3,963-61.9% | $3,740-59.7% |
| Admin fee / account holder | $2,515 | $3,976-36.7% | $5,611-55.2% | $5,306-52.6% |