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 | $41,545 | $73,638-43.6% | $108,410-61.7% | $79,386-47.7% |
| Participation rate | 72.9% | 77.4%-4.5pp | 80.1%-7.2pp | 70.7%+2.2pp |
| Annual return | 16.45% | 33.27%-16.8pp | 905.27%-888.8pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,336 | $2,397-44.3% | $3,558-62.5% | $2,427-45.0% |
| Participant deferral / active EE | $7,245 | $6,218+16.5% | $6,563+10.4% | $4,046+79.1% |
| Admin fee / account holder | $2,161 | $638+238.7% | $7,295-70.4% | $626+245.0% |