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 | $80,812-7.9% | $160,784-53.7% | $82,448-9.7% |
| Participation rate | 78.6% | 66.2%+12.3pp | 77.0%+1.6pp | 68.1%+10.5pp |
| Annual return | 13.83% | 100.59%-86.8pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,144 | $2,174-47.4% | $3,733-69.4% | $2,551-55.2% |
| Participant deferral / active EE | $3,575 | $4,335-17.5% | $6,293-43.2% | $4,139-13.6% |
| Admin fee / account holder | $652 | $7,695-91.5% | $9,717-93.3% | $7,234-91.0% |