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 | $40,407 | $102,317-60.5% | $146,958-72.5% | $80,856-50.0% |
| Participation rate | 71.3% | 75.8%-4.6pp | 82.2%-10.9pp | 67.6%+3.6pp |
| Annual return | 18.44% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $4,564 | $3,713+22.9% | $4,933-7.5% | $2,755+65.7% |
| Participant deferral / active EE | $8,694 | $6,644+30.9% | $8,070+7.7% | $4,296+102.4% |
| Admin fee / account holder | $3,403 | $7,941-57.1% | $12,998-73.8% | $6,918-50.8% |