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 9-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 | $66,244 | $54,762+21.0% | $90,281-26.6% | $72,985-9.2% |
| Participation rate | 70.0% | 65.1%+4.9pp | 73.3%-3.3pp | 69.5%+0.5pp |
| Annual return | 23.27% | 30.63%-7.4pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,555 | $2,092+22.1% | $2,854-10.5% | $2,440+4.7% |
| Participant deferral / active EE | $5,961 | $2,887+106.5% | $3,885+53.4% | $3,607+65.2% |
| Admin fee / account holder | $326 | $3,972-91.8% | $5,351-93.9% | $5,124-93.6% |