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 | $41,050 | $80,812-49.2% | $160,784-74.5% | $82,448-50.2% |
| Participation rate | 72.1% | 66.2%+5.9pp | 77.0%-4.9pp | 68.1%+4.0pp |
| Annual return | 19.72% | 100.59%-80.9pp | 1803.92%-1784.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,304 | $2,174+6.0% | $3,733-38.3% | $2,551-9.7% |
| Participant deferral / active EE | $6,867 | $4,335+58.4% | $6,293+9.1% | $4,139+65.9% |
| Admin fee / account holder | $4,828 | $7,695-37.3% | $9,717-50.3% | $7,234-33.3% |