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 | $33,343 | $102,317-67.4% | $146,958-77.3% | $80,856-58.8% |
| Participation rate | 80.9% | 75.8%+5.0pp | 82.2%-1.3pp | 67.6%+13.2pp |
| Annual return | 58.14% | 134.76%-76.6pp | 418.34%-360.2pp | 35.59%+22.5pp |
| Employer contribution / active EE | $4,734 | $3,713+27.5% | $4,933-4.0% | $2,755+71.9% |
| Participant deferral / active EE | $8,830 | $6,644+32.9% | $8,070+9.4% | $4,296+105.5% |
| Admin fee / account holder | $2,690 | $7,941-66.1% | $12,998-79.3% | $6,918-61.1% |