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 | $70,659 | $111,754-36.8% | $103,333-31.6% | $145,922-51.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 18.47% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $8,756 | $4,212+107.9% | $3,868+126.4% | $4,660+87.9% |
| Participant deferral / active EE | $7,706 | $5,619+37.2% | $5,057+52.4% | $6,688+15.2% |
| Admin fee / account holder | $891 | $9,750-90.9% | $8,355-89.3% | $13,397-93.4% |