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 | $59,400 | $124,281-52.2% | $109,143-45.6% | $167,490-64.5% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $9,792 | $4,207+132.7% | $3,722+163.1% | $4,837+102.4% |
| Participant deferral / active EE | $5,323 | $5,255+1.3% | $4,653+14.4% | $6,341-16.1% |
| Admin fee / account holder | $938 | $7,970-88.2% | $6,752-86.1% | $12,309-92.4% |