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 5-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 | $20,677 | $80,812-74.4% | $160,784-87.1% | $82,448-74.9% |
| Participation rate | 94.5% | 66.2%+28.3pp | 77.0%+17.6pp | 68.1%+26.5pp |
| Annual return | 50.48% | 100.59%-50.1pp | 1803.92%-1753.4pp | 41.64%+8.8pp |
| Employer contribution / active EE | $1,409 | $2,174-35.2% | $3,733-62.2% | $2,551-44.7% |
| Participant deferral / active EE | $3,619 | $4,335-16.5% | $6,293-42.5% | $4,139-12.6% |
| Admin fee / account holder | $4,292 | $7,695-44.2% | $9,717-55.8% | $7,234-40.7% |