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 | $80,812-9.1% | $160,784-54.3% | $82,448-10.9% |
| Participation rate | 78.9% | 66.2%+12.7pp | 77.0%+2.0pp | 68.1%+10.9pp |
| Annual return | 15.70% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $610 | $2,174-72.0% | $3,733-83.7% | $2,551-76.1% |
| Participant deferral / active EE | $4,241 | $4,335-2.2% | $6,293-32.6% | $4,139+2.5% |
| Admin fee / account holder | $2,997 | $7,695-61.1% | $9,717-69.2% | $7,234-58.6% |