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 8-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 | $25,129 | $102,317-75.4% | $146,958-82.9% | $80,856-68.9% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 14.57% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,893 | $3,713-49.0% | $4,933-61.6% | $2,755-31.3% |
| Participant deferral / active EE | $5,361 | $6,644-19.3% | $8,070-33.6% | $4,296+24.8% |
| Admin fee / account holder | $8,734 | $7,941+10.0% | $12,998-32.8% | $6,918+26.2% |