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 3-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 | $51,277 | $90,348-43.2% | $75,972-32.5% | $145,922-64.9% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 32.84% | 620.88%-588.0pp | 359.55%-326.7pp | 561.29%-528.4pp |
| Employer contribution / active EE | $3,476 | $3,311+5.0% | $2,685+29.5% | $4,660-25.4% |
| Participant deferral / active EE | $10,265 | $5,162+98.9% | $4,255+141.2% | $6,688+53.5% |
| Admin fee / account holder | $1,350 | $8,467-84.1% | $6,467-79.1% | $13,397-89.9% |