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 | $77,958 | $158,398-50.8% | $126,539-38.4% | $142,382-45.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 18.06% | 593.76%-575.7pp | 425.95%-407.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,110 | $4,650-54.6% | $3,674-42.6% | $4,299-50.9% |
| Participant deferral / active EE | $3,532 | $4,767-25.9% | $4,083-13.5% | $6,507-45.7% |
| Admin fee / account holder | $613 | $6,918-91.1% | $6,065-89.9% | $12,624-95.1% |