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 | $83,902-13.3% | $167,512-56.6% | $84,808-14.2% |
| Participation rate | 77.8% | 66.5%+11.3pp | 77.1%+0.7pp | 68.3%+9.5pp |
| Annual return | 14.11% | 91.55%-77.4pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $970 | $2,264-57.2% | $3,882-75.0% | $2,631-63.1% |
| Participant deferral / active EE | $4,430 | $4,442-0.3% | $6,405-30.8% | $4,212+5.2% |
| Admin fee / account holder | $1,645 | $7,915-79.2% | $9,769-83.2% | $7,344-77.6% |