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 | $32,043 | $83,902-61.8% | $167,512-80.9% | $84,808-62.2% |
| Participation rate | 89.6% | 66.5%+23.1pp | 77.1%+12.5pp | 68.3%+21.3pp |
| Annual return | 14.03% | 91.55%-77.5pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,142 | $2,264-5.4% | $3,882-44.8% | $2,631-18.6% |
| Participant deferral / active EE | $3,738 | $4,442-15.9% | $6,405-41.6% | $4,212-11.2% |
| Admin fee / account holder | $5,880 | $7,915-25.7% | $9,769-39.8% | $7,344-19.9% |