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 | $51,821 | $102,317-49.4% | $146,958-64.7% | $80,856-35.9% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.2%-9.7pp | 67.6%+4.9pp |
| Annual return | 13.04% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,469 | $3,713-33.5% | $4,933-49.9% | $2,755-10.4% |
| Participant deferral / active EE | $5,452 | $6,644-17.9% | $8,070-32.4% | $4,296+26.9% |
| Admin fee / account holder | $2,306 | $7,941-71.0% | $12,998-82.3% | $6,918-66.7% |