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 | $77,324 | $111,724-30.8% | $93,606-17.4% | $145,922-47.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 12.85% | 202.98%-190.1pp | 133.20%-120.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $9,076 | $3,090+193.8% | $2,420+275.1% | $4,660+94.8% |
| Participant deferral / active EE | $3,695 | $4,912-24.8% | $4,411-16.2% | $6,688-44.8% |
| Admin fee / account holder | $6,731 | $10,250-34.3% | $8,285-18.8% | $13,397-49.8% |