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 | $56,346 | $102,317-44.9% | $146,958-61.7% | $80,856-30.3% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 13.43% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,662 | $3,713-28.3% | $4,933-46.0% | $2,755-3.4% |
| Participant deferral / active EE | $5,609 | $6,644-15.6% | $8,070-30.5% | $4,296+30.6% |
| Admin fee / account holder | $6,461 | $7,941-18.6% | $12,998-50.3% | $6,918-6.6% |