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 | $62,380 | $93,571-33.3% | $135,903-54.1% | $75,163-17.0% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 48.59% | 30.90%+17.7pp | 68.23%-19.6pp | 160.62%-112.0pp |
| Employer contribution / active EE | $8,439 | $3,537+138.6% | $4,856+73.8% | $2,670+216.1% |
| Participant deferral / active EE | $13,063 | $6,404+104.0% | $7,758+68.4% | $4,125+216.7% |
| Admin fee / account holder | $1,314 | $6,975-81.2% | $10,762-87.8% | $5,651-76.8% |