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 3-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 | $61,566 | $102,317-39.8% | $146,958-58.1% | $80,856-23.9% |
| Participation rate | 73.6% | 75.8%-2.2pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 12.50% | 134.76%-122.3pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,733 | $3,713-53.3% | $4,933-64.9% | $2,755-37.1% |
| Participant deferral / active EE | $3,502 | $6,644-47.3% | $8,070-56.6% | $4,296-18.5% |
| Admin fee / account holder | $496 | $7,941-93.7% | $12,998-96.2% | $6,918-92.8% |