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 7-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 | $30,289 | $102,317-70.4% | $146,958-79.4% | $80,856-62.5% |
| Participation rate | 77.6% | 75.8%+1.7pp | 82.2%-4.6pp | 67.6%+9.9pp |
| Annual return | 15.97% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,781 | $3,713-52.0% | $4,933-63.9% | $2,755-35.4% |
| Participant deferral / active EE | $5,962 | $6,644-10.3% | $8,070-26.1% | $4,296+38.8% |
| Admin fee / account holder | $7,650 | $7,941-3.7% | $12,998-41.1% | $6,918+10.6% |