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 4-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 | $72,098 | $74,888-3.7% | $71,209+1.2% | $142,382-49.4% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 18.99% | 345.14%-326.2pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,411 | $2,854-15.5% | $2,721-11.4% | $4,299-43.9% |
| Participant deferral / active EE | $5,293 | $4,454+18.8% | $4,175+26.8% | $6,507-18.7% |
| Admin fee / account holder | $1,817 | $5,568-67.4% | $5,349-66.0% | $12,624-85.6% |