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 | $68,934 | $93,571-26.3% | $135,903-49.3% | $75,163-8.3% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 21.81% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $6,666 | $3,537+88.5% | $4,856+37.3% | $2,670+149.7% |
| Participant deferral / active EE | $9,214 | $6,404+43.9% | $7,758+18.8% | $4,125+123.4% |
| Admin fee / account holder | $2,777 | $6,975-60.2% | $10,762-74.2% | $5,651-50.9% |