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 | $69,810 | $117,983-40.8% | $101,794-31.4% | $142,382-51.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 17.07% | 36.92%-19.8pp | 30.53%-13.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $12,790 | $2,773+361.3% | $2,289+458.8% | $4,299+197.5% |
| Participant deferral / active EE | $8,583 | $4,714+82.1% | $4,084+110.2% | $6,507+31.9% |
| Admin fee / account holder | $2,323 | $10,433-77.7% | $8,777-73.5% | $12,624-81.6% |