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 | $73,430 | $83,902-12.5% | $167,512-56.2% | $84,808-13.4% |
| Participation rate | 78.9% | 66.5%+12.5pp | 77.1%+1.9pp | 68.3%+10.6pp |
| Annual return | 15.70% | 91.55%-75.8pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $610 | $2,264-73.1% | $3,882-84.3% | $2,631-76.8% |
| Participant deferral / active EE | $4,241 | $4,442-4.5% | $6,405-33.8% | $4,212+0.7% |
| Admin fee / account holder | $2,997 | $7,915-62.1% | $9,769-69.3% | $7,344-59.2% |