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 | $36,419 | $67,823-46.3% | $52,425-30.5% | $137,256-73.5% |
| Participation rate | 78.6% | 63.9%+14.7pp | 55.6%+22.9pp | 80.0%-1.4pp |
| Annual return | 16.46% | 219.11%-202.6pp | 302.12%-285.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,756 | $1,163+309.0% | $914+420.3% | $4,156+14.4% |
| Participant deferral / active EE | $3,294 | $2,288+44.0% | $1,790+84.0% | $6,407-48.6% |
| Admin fee / account holder | $315 | $2,844-88.9% | $2,495-87.4% | $12,270-97.4% |