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 4-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 | $53,452 | $91,538-41.6% | $129,995-58.9% | $75,163-28.9% |
| Participation rate | 74.4% | 71.4%+3.0pp | 78.5%-4.1pp | 67.2%+7.2pp |
| Annual return | 14.43% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,812 | $2,845-36.3% | $4,320-58.1% | $2,670-32.1% |
| Participant deferral / active EE | $2,438 | $4,341-43.8% | $5,820-58.1% | $4,125-40.9% |
| Admin fee / account holder | $1,134 | $6,790-83.3% | $10,614-89.3% | $5,651-79.9% |