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 | $63,770 | $111,754-42.9% | $103,333-38.3% | $145,922-56.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 9.08% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $5,892 | $4,212+39.9% | $3,868+52.3% | $4,660+26.4% |
| Participant deferral / active EE | $12,659 | $5,619+125.3% | $5,057+150.3% | $6,688+89.3% |
| Admin fee / account holder | $432 | $9,750-95.6% | $8,355-94.8% | $13,397-96.8% |