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 | $54,967 | $102,966-46.6% | $90,281-39.1% | $152,861-64.0% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 17.77% | 95.16%-77.4pp | 78.10%-60.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,274 | $3,139-59.4% | $2,854-55.4% | $4,762-73.2% |
| Participant deferral / active EE | $3,184 | $4,281-25.6% | $3,885-18.0% | $5,850-45.6% |
| Admin fee / account holder | $5,763 | $6,171-6.6% | $5,351+7.7% | $11,596-50.3% |