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 | $44,428 | $102,382-56.6% | $147,005-69.8% | $80,874-45.1% |
| Participation rate | 85.5% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 17.26% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $2,521 | $3,715-32.1% | $4,934-48.9% | $2,756-8.5% |
| Participant deferral / active EE | $5,913 | $6,646-11.0% | $8,070-26.7% | $4,297+37.6% |
| Admin fee / account holder | $1,958 | $7,942-75.3% | $13,006-84.9% | $6,935-71.8% |