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 | $45,749 | $102,317-55.3% | $146,958-68.9% | $80,856-43.4% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 15.86% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,297 | $3,713-38.1% | $4,933-53.4% | $2,755-16.6% |
| Participant deferral / active EE | $5,556 | $6,644-16.4% | $8,070-31.2% | $4,296+29.3% |
| Admin fee / account holder | $2,434 | $7,941-69.3% | $12,998-81.3% | $6,918-64.8% |