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 5-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 | $42,572 | $111,724-61.9% | $93,606-54.5% | $145,922-70.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 13.75% | 202.98%-189.2pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,972 | $3,090-36.2% | $2,420-18.5% | $4,660-57.7% |
| Participant deferral / active EE | $4,139 | $4,912-15.7% | $4,411-6.2% | $6,688-38.1% |
| Admin fee / account holder | $8,837 | $10,250-13.8% | $8,285+6.7% | $13,397-34.0% |