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 | $33,273 | $102,317-67.5% | $146,958-77.4% | $80,856-58.8% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.2%-10.4pp | 67.6%+4.2pp |
| Annual return | 15.74% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,138 | $3,713-42.4% | $4,933-56.7% | $2,755-22.4% |
| Participant deferral / active EE | $3,876 | $6,644-41.7% | $8,070-52.0% | $4,296-9.8% |
| Admin fee / account holder | $449 | $7,941-94.3% | $12,998-96.5% | $6,918-93.5% |