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 6-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 | $59,070 | $37,426+57.8% | $77,482-23.8% | $79,858-26.0% |
| Participation rate | 83.1% | 41.5%+41.5pp | 54.2%+28.9pp | 69.6%+13.4pp |
| Annual return | 19.21% | 39.70%-20.5pp | 54.79%-35.6pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,327 | $637+422.6% | $986+237.3% | $2,471+34.7% |
| Participant deferral / active EE | $5,952 | $1,260+372.4% | $1,861+219.8% | $3,740+59.1% |
| Admin fee / account holder | $338 | $2,504-86.5% | $2,858-88.2% | $5,306-93.6% |