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 | $70,817 | $109,982-35.6% | $97,226-27.2% | $145,922-51.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 17.44% | 242.90%-225.5pp | 75.13%-57.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,513 | $3,084-18.5% | $2,729-7.9% | $4,660-46.1% |
| Participant deferral / active EE | $5,926 | $4,676+26.7% | $4,264+39.0% | $6,688-11.4% |
| Admin fee / account holder | $1,497 | $6,221-75.9% | $5,654-73.5% | $13,397-88.8% |