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 6-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 | $70,491 | $65,561+7.5% | $86,188-18.2% | $75,163-6.2% |
| Participation rate | 73.9% | 60.5%+13.4pp | 69.0%+4.9pp | 67.2%+6.7pp |
| Annual return | 21.72% | 46.05%-24.3pp | 1168.45%-1146.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,162 | $1,553+39.2% | $2,380-9.2% | $2,670-19.0% |
| Participant deferral / active EE | $5,508 | $3,024+82.2% | $3,985+38.2% | $4,125+33.5% |
| Admin fee / account holder | $713 | $5,474-87.0% | $6,852-89.6% | $5,651-87.4% |