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 | $62,245 | $108,172-42.5% | $77,482-19.7% | $158,922-60.8% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 29.98% | 31.67%-1.7pp | 54.79%-24.8pp | 302.83%-272.8pp |
| Employer contribution / active EE | $1,572 | $1,325+18.6% | $986+59.3% | $4,761-67.0% |
| Participant deferral / active EE | $10,636 | $2,456+333.0% | $1,861+471.5% | $5,982+77.8% |
| Admin fee / account holder | $464 | $3,708-87.5% | $2,858-83.8% | $11,246-95.9% |