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 7-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 | $57,777 | $102,317-43.5% | $146,958-60.7% | $80,856-28.5% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 19.39% | 134.76%-115.4pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,256 | $3,713-66.2% | $4,933-74.5% | $2,755-54.4% |
| Participant deferral / active EE | $7,665 | $6,644+15.4% | $8,070-5.0% | $4,296+78.4% |
| Admin fee / account holder | $942 | $7,941-88.1% | $12,998-92.8% | $6,918-86.4% |