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 | $57,033 | $117,983-51.7% | $101,794-44.0% | $142,382-59.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 48.89% | 36.92%+12.0pp | 30.53%+18.4pp | 217.08%-168.2pp |
| Employer contribution / active EE | $2,375 | $2,773-14.3% | $2,289+3.8% | $4,299-44.8% |
| Participant deferral / active EE | $6,769 | $4,714+43.6% | $4,084+65.7% | $6,507+4.0% |
| Admin fee / account holder | $1,279 | $10,433-87.7% | $8,777-85.4% | $12,624-89.9% |