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 7-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 | $90,162 | $70,669+27.6% | $169,368-46.8% | $75,163+20.0% |
| Participation rate | 78.2% | 64.8%+13.4pp | 77.1%+1.0pp | 67.2%+11.0pp |
| Annual return | 19.56% | 36.36%-16.8pp | 405.60%-386.0pp | 160.62%-141.1pp |
| Employer contribution / active EE | $5,343 | $2,211+141.7% | $4,013+33.2% | $2,670+100.1% |
| Participant deferral / active EE | $9,337 | $4,311+116.6% | $6,221+50.1% | $4,125+126.3% |
| Admin fee / account holder | $1,487 | $5,402-72.5% | $9,003-83.5% | $5,651-73.7% |