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 | $39,702 | $102,317-61.2% | $146,958-73.0% | $80,856-50.9% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 13.47% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,634 | $3,713-2.1% | $4,933-26.3% | $2,755+31.9% |
| Participant deferral / active EE | $8,592 | $6,644+29.3% | $8,070+6.5% | $4,296+100.0% |
| Admin fee / account holder | $2,129 | $7,941-73.2% | $12,998-83.6% | $6,918-69.2% |