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 | $22,431 | $154,117-85.4% | $129,995-82.7% | $139,434-83.9% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 69.70% | 32.48%+37.2pp | -137.18%+206.9pp | 372.94%-303.2pp |
| Employer contribution / active EE | $4,929 | $5,289-6.8% | $4,320+14.1% | $4,751+3.7% |
| Participant deferral / active EE | $7,090 | $6,710+5.7% | $5,820+21.8% | $6,710+5.7% |
| Admin fee / account holder | $1,525 | $14,007-89.1% | $10,614-85.6% | $11,403-86.6% |