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 | $53,621 | $65,561-18.2% | $86,188-37.8% | $75,163-28.7% |
| Participation rate | 83.1% | 60.5%+22.6pp | 69.0%+14.1pp | 67.2%+15.9pp |
| Annual return | 13.26% | 46.05%-32.8pp | 1168.45%-1155.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,467 | $1,553-5.5% | $2,380-38.4% | $2,670-45.1% |
| Participant deferral / active EE | $3,007 | $3,024-0.6% | $3,985-24.5% | $4,125-27.1% |
| Admin fee / account holder | $15,575 | $5,474+184.5% | $6,852+127.3% | $5,651+175.6% |