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 7-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 | $35,636 | $98,750-63.9% | $149,696-76.2% | $79,858-55.4% |
| Participation rate | 70.9% | 75.8%-4.9pp | 82.5%-11.6pp | 69.6%+1.3pp |
| Annual return | 61.92% | 27.43%+34.5pp | 276.60%-214.7pp | 31.71%+30.2pp |
| Employer contribution / active EE | $2,027 | $3,216-37.0% | $4,644-56.3% | $2,471-17.9% |
| Participant deferral / active EE | $4,795 | $5,680-15.6% | $6,842-29.9% | $3,740+28.2% |
| Admin fee / account holder | $4,695 | $6,053-22.4% | $9,309-49.6% | $5,306-11.5% |