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 | $82,357 | $105,181-21.7% | $159,436-48.3% | $85,850-4.1% |
| Participation rate | 72.5% | 75.8%-3.2pp | 82.8%-10.3pp | 69.3%+3.2pp |
| Annual return | 15.59% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $727 | $3,318-78.1% | $4,829-84.9% | $2,565-71.6% |
| Participant deferral / active EE | $4,152 | $5,945-30.1% | $7,352-43.5% | $3,952+5.1% |
| Admin fee / account holder | $2,126 | $6,933-69.3% | $10,799-80.3% | $6,260-66.0% |