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 | $71,317 | $48,795+46.2% | $65,493+8.9% | $84,808-15.9% |
| Participation rate | 82.8% | 67.0%+15.8pp | 73.1%+9.7pp | 68.3%+14.5pp |
| Annual return | 17.58% | 20.20%-2.6pp | 982.45%-964.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,539 | $1,930+83.4% | $2,574+37.5% | $2,631+34.5% |
| Participant deferral / active EE | $5,171 | $2,928+76.6% | $3,961+30.5% | $4,212+22.8% |
| Admin fee / account holder | $8,087 | $3,877+108.6% | $5,028+60.8% | $7,344+10.1% |