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 | $83,902-53.5% | $167,512-76.7% | $84,808-54.0% |
| Participation rate | 98.0% | 66.5%+31.5pp | 77.1%+20.9pp | 68.3%+29.6pp |
| Annual return | 16.99% | 91.55%-74.6pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,223 | $2,264+42.4% | $3,882-17.0% | $2,631+22.5% |
| Participant deferral / active EE | $3,974 | $4,442-10.5% | $6,405-38.0% | $4,212-5.6% |
| Admin fee / account holder | $5,345 | $7,915-32.5% | $9,769-45.3% | $7,344-27.2% |