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 | $36,585 | $102,317-64.2% | $146,958-75.1% | $80,856-54.8% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 17.69% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,376 | $3,713-9.1% | $4,933-31.6% | $2,755+22.5% |
| Participant deferral / active EE | $4,714 | $6,644-29.0% | $8,070-41.6% | $4,296+9.7% |
| Admin fee / account holder | $5,061 | $7,941-36.3% | $12,998-61.1% | $6,918-26.8% |