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 | $53,936 | $102,317-47.3% | $146,958-63.3% | $80,856-33.3% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 23.87% | 134.76%-110.9pp | 418.34%-394.5pp | 35.59%-11.7pp |
| Employer contribution / active EE | $2,135 | $3,713-42.5% | $4,933-56.7% | $2,755-22.5% |
| Participant deferral / active EE | $6,983 | $6,644+5.1% | $8,070-13.5% | $4,296+62.5% |
| Admin fee / account holder | $3,880 | $7,941-51.1% | $12,998-70.2% | $6,918-43.9% |