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 | $64,032 | $83,902-23.7% | $167,512-61.8% | $84,808-24.5% |
| Participation rate | 71.8% | 66.5%+5.3pp | 77.1%-5.3pp | 68.3%+3.5pp |
| Annual return | 23.56% | 91.55%-68.0pp | 1615.79%-1592.2pp | 40.90%-17.3pp |
| Employer contribution / active EE | $2,116 | $2,264-6.5% | $3,882-45.5% | $2,631-19.6% |
| Participant deferral / active EE | $3,018 | $4,442-32.1% | $6,405-52.9% | $4,212-28.4% |
| Admin fee / account holder | $841 | $7,915-89.4% | $9,769-91.4% | $7,344-88.5% |