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 | $41,693 | $74,888-44.3% | $71,209-41.4% | $142,382-70.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 55.30% | 345.14%-289.8pp | 282.51%-227.2pp | 217.08%-161.8pp |
| Employer contribution / active EE | $1,575 | $2,854-44.8% | $2,721-42.1% | $4,299-63.4% |
| Participant deferral / active EE | $3,135 | $4,454-29.6% | $4,175-24.9% | $6,507-51.8% |
| Admin fee / account holder | $6,823 | $5,568+22.5% | $5,349+27.6% | $12,624-45.9% |