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 | $42,750 | $53,822-20.6% | $75,696-43.5% | $85,850-50.2% |
| Participation rate | 91.7% | 69.1%+22.6pp | 74.8%+16.8pp | 69.3%+22.4pp |
| Annual return | 32.19% | 24.54%+7.6pp | 104.53%-72.3pp | 318.53%-286.3pp |
| Employer contribution / active EE | $1,010 | $2,017-49.9% | $2,743-63.2% | $2,565-60.6% |
| Participant deferral / active EE | $4,019 | $2,895+38.8% | $3,821+5.2% | $3,952+1.7% |
| Admin fee / account holder | $1,532 | $3,343-54.2% | $3,619-57.7% | $6,260-75.5% |