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 | $78,194 | $165,984-52.9% | $164,813-52.6% | $145,922-46.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 12.37% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-548.9pp |
| Employer contribution / active EE | $6,425 | $5,273+21.9% | $4,341+48.0% | $4,660+37.9% |
| Participant deferral / active EE | $10,261 | $6,959+47.4% | $6,031+70.1% | $6,688+53.4% |
| Admin fee / account holder | $20,707 | $16,648+24.4% | $12,690+63.2% | $13,397+54.6% |