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 | $46,026 | $83,902-45.1% | $167,512-72.5% | $84,808-45.7% |
| Participation rate | 81.0% | 66.5%+14.5pp | 77.1%+3.9pp | 68.3%+12.6pp |
| Annual return | 14.39% | 91.55%-77.2pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,130 | $2,264-5.9% | $3,882-45.1% | $2,631-19.1% |
| Participant deferral / active EE | $2,614 | $4,442-41.2% | $6,405-59.2% | $4,212-37.9% |
| Admin fee / account holder | $1,580 | $7,915-80.0% | $9,769-83.8% | $7,344-78.5% |