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 | $56,269 | $159,901-64.8% | $146,958-61.7% | $145,922-61.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.88% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,494 | $5,286-52.8% | $4,933-49.4% | $4,660-46.5% |
| Participant deferral / active EE | $11,172 | $8,428+32.6% | $8,070+38.4% | $6,688+67.1% |
| Admin fee / account holder | $1,477 | $15,044-90.2% | $12,998-88.6% | $13,397-89.0% |