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 4-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 | $33,118 | $102,317-67.6% | $146,958-77.5% | $80,856-59.0% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,567 | $3,713-57.8% | $4,933-68.2% | $2,755-43.1% |
| Participant deferral / active EE | $3,041 | $6,644-54.2% | $8,070-62.3% | $4,296-29.2% |
| Admin fee / account holder | $6,739 | $7,941-15.1% | $12,998-48.2% | $6,918-2.6% |