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 | $41,345 | $102,317-59.6% | $146,958-71.9% | $80,856-48.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 24.71% | 134.76%-110.1pp | 418.34%-393.6pp | 35.59%-10.9pp |
| Employer contribution / active EE | $1,786 | $3,713-51.9% | $4,933-63.8% | $2,755-35.2% |
| Participant deferral / active EE | $8,545 | $6,644+28.6% | $8,070+5.9% | $4,296+98.9% |
| Admin fee / account holder | $9,470 | $7,941+19.2% | $12,998-27.1% | $6,918+36.9% |