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 | $114,158 | $64,839+76.1% | $95,585+19.4% | $84,808+34.6% |
| Participation rate | 76.8% | 63.8%+13.0pp | 72.1%+4.8pp | 68.3%+8.5pp |
| Annual return | 18.73% | -670.96%+689.7pp | 38.56%-19.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,959 | $1,759+68.3% | $2,527+17.1% | $2,631+12.5% |
| Participant deferral / active EE | $12,963 | $2,965+337.2% | $4,023+222.3% | $4,212+207.8% |
| Admin fee / account holder | $9,613 | $5,964+61.2% | $6,127+56.9% | $7,344+30.9% |