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 | $87,414 | $61,272+42.7% | $149,673-41.6% | $71,457+22.3% |
| Participation rate | 89.2% | 62.5%+26.7pp | 78.8%+10.5pp | 67.9%+21.3pp |
| Annual return | 22.00% | 35.85%-13.9pp | 134.42%-112.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $4,026 | $2,378+69.3% | $4,818-16.4% | $2,588+55.6% |
| Participant deferral / active EE | $9,866 | $2,917+238.2% | $5,680+73.7% | $4,289+130.0% |
| Admin fee / account holder | $2,678 | $1,261+112.3% | $13,210-79.7% | $1,587+68.7% |