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 | $57,390 | $83,902-31.6% | $167,512-65.7% | $84,808-32.3% |
| Participation rate | 84.4% | 66.5%+18.0pp | 77.1%+7.4pp | 68.3%+16.1pp |
| Annual return | 20.34% | 91.55%-71.2pp | 1615.79%-1595.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $864 | $2,264-61.9% | $3,882-77.8% | $2,631-67.2% |
| Participant deferral / active EE | $3,228 | $4,442-27.3% | $6,405-49.6% | $4,212-23.4% |
| Admin fee / account holder | $2,420 | $7,915-69.4% | $9,769-75.2% | $7,344-67.1% |