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 | $67,334 | $54,517+23.5% | $75,972-11.4% | $74,495-9.6% |
| Participation rate | 97.2% | 60.3%+36.9pp | 69.1%+28.1pp | 67.2%+30.0pp |
| Annual return | 11.91% | 31.82%-19.9pp | 359.55%-347.6pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,111 | $1,777+18.8% | $2,685-21.4% | $2,623-19.5% |
| Participant deferral / active EE | $5,373 | $3,066+75.3% | $4,255+26.3% | $4,346+23.6% |
| Admin fee / account holder | $5,492 | $2,229+146.4% | $6,467-15.1% | $1,942+182.9% |