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 | $26,668 | $102,317-73.9% | $146,958-81.9% | $80,856-67.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 11.88% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,801 | $3,713-51.5% | $4,933-63.5% | $2,755-34.6% |
| Participant deferral / active EE | $3,055 | $6,644-54.0% | $8,070-62.1% | $4,296-28.9% |
| Admin fee / account holder | $1,690 | $7,941-78.7% | $12,998-87.0% | $6,918-75.6% |