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 | $40,610 | $102,317-60.3% | $146,958-72.4% | $80,856-49.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 13.44% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,391 | $3,713-35.6% | $4,933-51.5% | $2,755-13.2% |
| Participant deferral / active EE | $6,627 | $6,644-0.2% | $8,070-17.9% | $4,296+54.3% |
| Admin fee / account holder | $2,479 | $7,941-68.8% | $12,998-80.9% | $6,918-64.2% |