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 | $24,780 | $102,317-75.8% | $146,958-83.1% | $80,856-69.4% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 17.56% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,700 | $3,713-54.2% | $4,933-65.5% | $2,755-38.3% |
| Participant deferral / active EE | $10,450 | $6,644+57.3% | $8,070+29.5% | $4,296+143.3% |
| Admin fee / account holder | $4,670 | $7,941-41.2% | $12,998-64.1% | $6,918-32.5% |