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 | $36,952 | $102,317-63.9% | $146,958-74.9% | $80,856-54.3% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.4pp | 67.6%+30.0pp |
| Annual return | 13.45% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,852 | $3,713-23.2% | $4,933-42.2% | $2,755+3.5% |
| Participant deferral / active EE | $5,169 | $6,644-22.2% | $8,070-36.0% | $4,296+20.3% |
| Admin fee / account holder | $12,351 | $7,941+55.5% | $12,998-5.0% | $6,918+78.5% |