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 | $29,579 | $102,317-71.1% | $146,958-79.9% | $80,856-63.4% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 16.48% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,166 | $3,713+12.2% | $4,933-15.6% | $2,755+51.2% |
| Participant deferral / active EE | $7,892 | $6,644+18.8% | $8,070-2.2% | $4,296+83.7% |
| Admin fee / account holder | $2,654 | $7,941-66.6% | $12,998-79.6% | $6,918-61.6% |