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 | $34,446 | $102,317-66.3% | $146,958-76.6% | $80,856-57.4% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.2%-6.6pp | 67.6%+7.9pp |
| Annual return | 17.71% | 134.76%-117.1pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,429 | $3,713-34.6% | $4,933-50.8% | $2,755-11.8% |
| Participant deferral / active EE | $5,166 | $6,644-22.2% | $8,070-36.0% | $4,296+20.3% |
| Admin fee / account holder | $1,824 | $7,941-77.0% | $12,998-86.0% | $6,918-73.6% |