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 | $35,692 | $117,983-69.7% | $101,794-64.9% | $142,382-74.9% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 20.73% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $10,152 | $2,773+266.1% | $2,289+343.5% | $4,299+136.1% |
| Participant deferral / active EE | $6,712 | $4,714+42.4% | $4,084+64.4% | $6,507+3.2% |
| Admin fee / account holder | $3,496 | $10,433-66.5% | $8,777-60.2% | $12,624-72.3% |