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 5-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 | $27,739 | $102,382-72.9% | $147,005-81.1% | $80,874-65.7% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 15.77% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $2,224 | $3,715-40.1% | $4,934-54.9% | $2,756-19.3% |
| Participant deferral / active EE | $4,893 | $6,646-26.4% | $8,070-39.4% | $4,297+13.9% |
| Admin fee / account holder | $1,427 | $7,942-82.0% | $13,006-89.0% | $6,935-79.4% |