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 | $48,145 | $83,902-42.6% | $167,512-71.3% | $84,808-43.2% |
| Participation rate | 71.0% | 66.5%+4.5pp | 77.1%-6.1pp | 68.3%+2.7pp |
| Annual return | 13.53% | 91.55%-78.0pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,992 | $2,264+164.7% | $3,882+54.4% | $2,631+127.8% |
| Participant deferral / active EE | $3,937 | $4,442-11.4% | $6,405-38.5% | $4,212-6.5% |
| Admin fee / account holder | $5,301 | $7,915-33.0% | $9,769-45.7% | $7,344-27.8% |