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 | $80,512 | $83,902-4.0% | $167,512-51.9% | $84,808-5.1% |
| Participation rate | 81.8% | 66.5%+15.4pp | 77.1%+4.8pp | 68.3%+13.5pp |
| Annual return | 16.33% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,839 | $2,264-18.8% | $3,882-52.6% | $2,631-30.1% |
| Participant deferral / active EE | $3,406 | $4,442-23.3% | $6,405-46.8% | $4,212-19.1% |
| Admin fee / account holder | $9,326 | $7,915+17.8% | $9,769-4.5% | $7,344+27.0% |