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 | $70,175 | $48,795+43.8% | $65,493+7.1% | $84,808-17.3% |
| Participation rate | 95.2% | 67.0%+28.3pp | 73.1%+22.1pp | 68.3%+26.9pp |
| Annual return | 13.80% | 20.20%-6.4pp | 982.45%-968.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,760 | $1,930+353.9% | $2,574+240.3% | $2,631+232.9% |
| Participant deferral / active EE | $5,323 | $2,928+81.8% | $3,961+34.4% | $4,212+26.4% |
| Admin fee / account holder | $2,749 | $3,877-29.1% | $5,028-45.3% | $7,344-62.6% |