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 4-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 | $38,894 | $111,724-65.2% | $93,606-58.4% | $145,922-73.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.81% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,097 | $3,090-32.1% | $2,420-13.4% | $4,660-55.0% |
| Participant deferral / active EE | $6,227 | $4,912+26.8% | $4,411+41.2% | $6,688-6.9% |
| Admin fee / account holder | $1,612 | $10,250-84.3% | $8,285-80.5% | $13,397-88.0% |