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 | $37,942 | $91,538-58.6% | $129,995-70.8% | $75,163-49.5% |
| Participation rate | 81.6% | 71.4%+10.2pp | 78.5%+3.1pp | 67.2%+14.4pp |
| Annual return | 28.75% | -631.11%+659.9pp | -137.18%+165.9pp | 160.62%-131.9pp |
| Employer contribution / active EE | $916 | $2,845-67.8% | $4,320-78.8% | $2,670-65.7% |
| Participant deferral / active EE | $9,194 | $4,341+111.8% | $5,820+58.0% | $4,125+122.9% |
| Admin fee / account holder | $7,050 | $6,790+3.8% | $10,614-33.6% | $5,651+24.8% |