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 | $74,455 | $83,902-11.3% | $167,512-55.6% | $84,808-12.2% |
| Participation rate | 78.6% | 66.5%+12.1pp | 77.1%+1.5pp | 68.3%+10.3pp |
| Annual return | 13.83% | 91.55%-77.7pp | 1615.79%-1602.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,144 | $2,264-49.5% | $3,882-70.5% | $2,631-56.5% |
| Participant deferral / active EE | $3,575 | $4,442-19.5% | $6,405-44.2% | $4,212-15.1% |
| Admin fee / account holder | $652 | $7,915-91.8% | $9,769-93.3% | $7,344-91.1% |