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 | $54,887 | $46,553+17.9% | $64,056-14.3% | $75,163-27.0% |
| Participation rate | 94.7% | 65.9%+28.8pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 12.11% | 26.03%-13.9pp | 33.69%-21.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $9,510 | $1,974+381.8% | $2,747+246.2% | $2,670+256.2% |
| Participant deferral / active EE | $5,190 | $2,837+83.0% | $3,880+33.8% | $4,125+25.8% |
| Admin fee / account holder | $14,617 | $2,952+395.2% | $3,068+376.4% | $5,651+158.7% |