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 6-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 | $54,729 | $102,317-46.5% | $146,958-62.8% | $80,856-32.3% |
| Participation rate | 91.4% | 75.8%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 15.26% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,016 | $3,713-45.7% | $4,933-59.1% | $2,755-26.8% |
| Participant deferral / active EE | $6,917 | $6,644+4.1% | $8,070-14.3% | $4,296+61.0% |
| Admin fee / account holder | $3,545 | $7,941-55.4% | $12,998-72.7% | $6,918-48.8% |