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 6-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 | $73,028 | $57,541+26.9% | $95,745-23.7% | $75,163-2.8% |
| Participation rate | 91.7% | 62.5%+29.2pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 18.71% | 34.93%-16.2pp | 28.35%-9.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $5,602 | $1,808+209.9% | $2,835+97.6% | $2,670+109.8% |
| Participant deferral / active EE | $6,555 | $3,074+113.2% | $4,245+54.4% | $4,125+58.9% |
| Admin fee / account holder | $418 | $4,099-89.8% | $5,678-92.6% | $5,651-92.6% |