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 6-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 | $33,946 | $102,317-66.8% | $146,958-76.9% | $80,856-58.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 12.19% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,722 | $3,713-53.6% | $4,933-65.1% | $2,755-37.5% |
| Participant deferral / active EE | $5,330 | $6,644-19.8% | $8,070-33.9% | $4,296+24.1% |
| Admin fee / account holder | $21,666 | $7,941+172.8% | $12,998+66.7% | $6,918+213.2% |