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 7-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 | $72,780 | $80,812-9.9% | $160,784-54.7% | $82,448-11.7% |
| Participation rate | 77.8% | 66.2%+11.5pp | 77.0%+0.8pp | 68.1%+9.7pp |
| Annual return | 14.11% | 100.59%-86.5pp | 1803.92%-1789.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $970 | $2,174-55.4% | $3,733-74.0% | $2,551-62.0% |
| Participant deferral / active EE | $4,430 | $4,335+2.2% | $6,293-29.6% | $4,139+7.0% |
| Admin fee / account holder | $1,645 | $7,695-78.6% | $9,717-83.1% | $7,234-77.3% |