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 6-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 | $27,021 | $105,860-74.5% | $90,749-70.2% | $134,475-79.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | 154.05% | -11.01%+165.1pp | -12.16%+166.2pp | 417.96%-263.9pp |
| Employer contribution / active EE | $2,515 | $3,462-27.4% | $2,921-13.9% | $4,740-46.9% |
| Participant deferral / active EE | $6,907 | $5,216+32.4% | $4,564+51.3% | $6,400+7.9% |
| Admin fee / account holder | $401 | $13,938-97.1% | $8,445-95.3% | $11,426-96.5% |