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 | $56,858 | $48,230+17.9% | $67,502-15.8% | $80,856-29.7% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.6%+8.4pp |
| Annual return | 20.19% | 18.28%+1.9pp | 3512.12%-3491.9pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,930 | $2,020+45.1% | $2,731+7.3% | $2,755+6.4% |
| Participant deferral / active EE | $4,025 | $2,924+37.7% | $4,000+0.6% | $4,296-6.3% |
| Admin fee / account holder | $4,914 | $3,681+33.5% | $3,998+22.9% | $6,918-29.0% |