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 | $39,764 | $133,922-70.3% | $116,228-65.8% | $142,382-72.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 16.56% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,726 | $3,446-20.9% | $2,994-9.0% | $4,299-36.6% |
| Participant deferral / active EE | $3,919 | $5,672-30.9% | $4,953-20.9% | $6,507-39.8% |
| Admin fee / account holder | $374 | $14,945-97.5% | $11,989-96.9% | $12,624-97.0% |