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 | $33,699 | $102,317-67.1% | $146,958-77.1% | $80,856-58.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 19.53% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $5,442 | $3,713+46.5% | $4,933+10.3% | $2,755+97.5% |
| Participant deferral / active EE | $12,247 | $6,644+84.3% | $8,070+51.8% | $4,296+185.1% |
| Admin fee / account holder | $2,359 | $7,941-70.3% | $12,998-81.9% | $6,918-65.9% |