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 | $56,947 | $183,519-69.0% | $155,509-63.4% | $145,922-61.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.26% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $12,691 | $5,313+138.9% | $4,672+171.6% | $4,660+172.4% |
| Participant deferral / active EE | $10,621 | $6,462+64.4% | $5,626+88.8% | $6,688+58.8% |
| Admin fee / account holder | $7,138 | $19,313-63.0% | $15,912-55.1% | $13,397-46.7% |