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 | $55,261 | $94,625-41.6% | $116,228-52.5% | $84,808-34.8% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 15.98% | 20.40%-4.4pp | 90.06%-74.1pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,064 | $2,347+30.6% | $2,994+2.3% | $2,631+16.5% |
| Participant deferral / active EE | $4,905 | $3,972+23.5% | $4,953-1.0% | $4,212+16.5% |
| Admin fee / account holder | $3,574 | $10,091-64.6% | $11,989-70.2% | $7,344-51.3% |