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 | $39,037 | $80,812-51.7% | $160,784-75.7% | $82,448-52.7% |
| Participation rate | 98.0% | 66.2%+31.7pp | 77.0%+21.0pp | 68.1%+29.9pp |
| Annual return | 16.99% | 100.59%-83.6pp | 1803.92%-1786.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,223 | $2,174+48.3% | $3,733-13.6% | $2,551+26.4% |
| Participant deferral / active EE | $3,974 | $4,335-8.3% | $6,293-36.8% | $4,139-4.0% |
| Admin fee / account holder | $5,345 | $7,695-30.5% | $9,717-45.0% | $7,234-26.1% |