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 | $38,505 | $102,382-62.4% | $147,005-73.8% | $80,874-52.4% |
| Participation rate | 70.2% | 75.8%-5.7pp | 82.2%-12.0pp | 67.6%+2.5pp |
| Annual return | 19.55% | 134.89%-115.3pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $3,173 | $3,715-14.6% | $4,934-35.7% | $2,756+15.1% |
| Participant deferral / active EE | $5,540 | $6,646-16.7% | $8,070-31.4% | $4,297+28.9% |
| Admin fee / account holder | $2,816 | $7,942-64.5% | $13,006-78.3% | $6,935-59.4% |