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 7-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 | $48,888 | $102,317-52.2% | $146,958-66.7% | $80,856-39.5% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 13.91% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,271 | $3,713-65.8% | $4,933-74.2% | $2,755-53.8% |
| Participant deferral / active EE | $6,893 | $6,644+3.8% | $8,070-14.6% | $4,296+60.5% |
| Admin fee / account holder | $4,422 | $7,941-44.3% | $12,998-66.0% | $6,918-36.1% |