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 3-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 | $75,328 | $102,382-26.4% | $147,005-48.8% | $80,874-6.9% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 20.04% | 134.89%-114.9pp | 418.76%-398.7pp | 35.62%-15.6pp |
| Employer contribution / active EE | $2,303 | $3,715-38.0% | $4,934-53.3% | $2,756-16.4% |
| Participant deferral / active EE | $3,625 | $6,646-45.5% | $8,070-55.1% | $4,297-15.6% |
| Admin fee / account holder | $4,788 | $7,942-39.7% | $13,006-63.2% | $6,935-31.0% |