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 | $45,837 | $90,348-49.3% | $75,972-39.7% | $145,922-68.6% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 10.39% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,323 | $3,311+30.6% | $2,685+61.0% | $4,660-7.2% |
| Participant deferral / active EE | $2,987 | $5,162-42.1% | $4,255-29.8% | $6,688-55.3% |
| Admin fee / account holder | $6,152 | $8,467-27.3% | $6,467-4.9% | $13,397-54.1% |