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 | $66,219 | $90,348-26.7% | $75,972-12.8% | $145,922-54.6% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 13.63% | 620.88%-607.2pp | 359.55%-345.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,207 | $3,311-3.2% | $2,685+19.4% | $4,660-31.2% |
| Participant deferral / active EE | $9,441 | $5,162+82.9% | $4,255+121.9% | $6,688+41.2% |
| Admin fee / account holder | $523 | $8,467-93.8% | $6,467-91.9% | $13,397-96.1% |