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 | $36,557 | $102,317-64.3% | $146,958-75.1% | $80,856-54.8% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 17.34% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,318 | $3,713+16.3% | $4,933-12.5% | $2,755+56.8% |
| Participant deferral / active EE | $4,636 | $6,644-30.2% | $8,070-42.6% | $4,296+7.9% |
| Admin fee / account holder | $775 | $7,941-90.2% | $12,998-94.0% | $6,918-88.8% |