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 3-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 | $65,607 | $58,208+12.7% | $81,812-19.8% | $80,856-18.9% |
| Participation rate | 77.9% | 63.4%+14.5pp | 72.3%+5.6pp | 67.6%+10.3pp |
| Annual return | 20.26% | 41.66%-21.4pp | 773.79%-753.5pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,691 | $2,340+15.0% | $2,912-7.6% | $2,755-2.3% |
| Participant deferral / active EE | $5,315 | $3,281+62.0% | $4,319+23.1% | $4,296+23.7% |
| Admin fee / account holder | $1,212 | $4,981-75.7% | $7,386-83.6% | $6,918-82.5% |