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 | $51,171 | $83,902-39.0% | $167,512-69.5% | $84,808-39.7% |
| Participation rate | 76.9% | 66.5%+10.5pp | 77.1%-0.1pp | 68.3%+8.6pp |
| Annual return | 16.25% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,181 | $2,264-3.7% | $3,882-43.8% | $2,631-17.1% |
| Participant deferral / active EE | $4,046 | $4,442-8.9% | $6,405-36.8% | $4,212-3.9% |
| Admin fee / account holder | $4,028 | $7,915-49.1% | $9,769-58.8% | $7,344-45.2% |