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 | $29,808 | $102,317-70.9% | $146,958-79.7% | $80,856-63.1% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.3pp | 67.6%+11.3pp |
| Annual return | 19.79% | 134.76%-115.0pp | 418.34%-398.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $2,843 | $3,713-23.4% | $4,933-42.4% | $2,755+3.2% |
| Participant deferral / active EE | $5,896 | $6,644-11.3% | $8,070-26.9% | $4,296+37.2% |
| Admin fee / account holder | $733 | $7,941-90.8% | $12,998-94.4% | $6,918-89.4% |