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 4-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 | $63,556 | $183,519-65.4% | $155,509-59.1% | $145,922-56.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.08% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $7,095 | $5,313+33.5% | $4,672+51.9% | $4,660+52.3% |
| Participant deferral / active EE | $14,750 | $6,462+128.2% | $5,626+162.2% | $6,688+120.5% |
| Admin fee / account holder | $783 | $19,313-95.9% | $15,912-95.1% | $13,397-94.2% |