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 | $31,599 | $102,317-69.1% | $146,958-78.5% | $80,856-60.9% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 19.27% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,940 | $3,713-20.8% | $4,933-40.4% | $2,755+6.7% |
| Participant deferral / active EE | $6,709 | $6,644+1.0% | $8,070-16.9% | $4,296+56.2% |
| Admin fee / account holder | $6,190 | $7,941-22.0% | $12,998-52.4% | $6,918-10.5% |